A detailed history of Clearstead Advisors, LLC transactions in Xp Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 210 shares of XP stock, worth $3,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares
210
Previous 88 138.64%
Holding current value
$3,918
Previous $1,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$16.0 - $20.11 $1,952 - $2,453
122 Added 138.64%
210 $3,000
Q2 2025

Aug 08, 2025

BUY
$12.69 - $20.62 $520 - $845
41 Added 87.23%
88 $1,000
Q1 2025

May 13, 2025

BUY
$11.05 - $15.69 $519 - $737
47 New
47 $0
Q1 2024

May 14, 2024

SELL
$23.64 - $26.3 $1,985 - $2,209
-84 Reduced 26.42%
234 $6,000
Q4 2023

Feb 12, 2024

BUY
$19.56 - $26.78 $6,220 - $8,516
318 New
318 $8,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $8.35B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
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