Clearstead Advisors, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Number of Shares
13,061
Previous 14,033 6.93%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
N/A
-972 Reduced 6.93%
13,061 $0
Q3 2024

Nov 13, 2024
BUY
N/A
494 Added 3.65%
14,033 $0
Q2 2024

Aug 09, 2024
BUY
N/A
11,630 Added 609.22%
13,539 $0
Q1 2024

May 14, 2024
SELL
N/A
-17 Reduced 0.88%
1,909 $0
Q4 2023

Feb 12, 2024
SELL
N/A
-733 Reduced 27.57%
1,926 $0
Q3 2023

Nov 07, 2023
BUY
N/A
49 Added 1.88%
2,659 $0
Q2 2023

Aug 07, 2023
BUY
N/A
2,610 New
2,610 $0
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email