Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FTC
First Tr Lge Cap Growth

ETFs
Q3 2020 Filed on Nov 12, 2020
490
$77.47 - $88.68 $38K - $43.5K
KOCT
Innovator Laddered Fund Of U.S
Q3 2020 Filed on Nov 12, 2020
11,536
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q3 2020 Filed on Nov 12, 2020
650
$17.49 - $19.34 $11.4K - $12.6K
FDL
First Tr Morningstar Dividend

ETFs
Q3 2020 Filed on Nov 12, 2020
646
$24.81 - $27.46 $16K - $17.7K
BIG
Big Lots Inc

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
180
$36.13 - $55.71 $6.5K - $10K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q3 2020 Filed on Nov 12, 2020
151
$27.08 - $30.44 $4.09K - $4.6K
GILT
Gilat Satellite Networks LTD

Technology
Q3 2020 Filed on Nov 12, 2020
2,500
$4.98 - $6.37 $12.5K - $15.9K
Briggs & Stratton Corp
Q3 2020 Filed on Nov 12, 2020
100,000
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
101
$10.77 - $16.21 $1.09K - $1.64K
Catasys Inc
Q3 2020 Filed on Nov 12, 2020
1,000
N/A
Veoneer Inc
Q3 2020 Filed on Nov 12, 2020
828
N/A
PPIH
Perma Pipe International Holdings, Inc.

Industrials
Q3 2020 Filed on Nov 12, 2020
1,978
$5.25 - $6.24 $10.4K - $12.3K
JO
Barclays Bank PLC

ETFs
Q3 2020 Filed on Nov 12, 2020
300
$29.87 - $40.49 $8.96K - $12.1K
Shiloh Inds Inc
Q3 2020 Filed on Nov 12, 2020
50,000
N/A
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q3 2020 Filed on Nov 12, 2020
1,200
$5.51 - $7.05 $6.61K - $8.46K
Proshares Tr Ii
Q3 2020 Filed on Nov 12, 2020
89
N/A
Xpresspa Group Inc
Q2 2020 Filed on Aug 11, 2020
502,860
N/A
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q2 2020 Filed on Aug 11, 2020
289
$23.28 - $28.91 $6.73K - $8.35K
DWM
Wisdomtree Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
100
$37.7 - $47.21 $3.77K - $4.72K
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
12,247
N/A
Aurora Cannabis Inc
Q2 2020 Filed on Aug 11, 2020
6,331
N/A
Apergy Corp
Q2 2020 Filed on Aug 11, 2020
18
N/A
IXC
Ishares Tr Global Energy ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
1,243
$16.39 - $23.82 $20.4K - $29.6K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2020 Filed on Aug 11, 2020
1,420
$4.78 - $8.26 $6.79K - $11.7K
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
3,000
$2.29 - $7.87 $6.87K - $23.6K
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
330
N/A
Allergan PLC
Q2 2020 Filed on Aug 11, 2020
2,347
N/A
Omnova Solutions Inc
Q2 2020 Filed on Aug 11, 2020
64,550
N/A
Direxion Shs ETF Tr
Q2 2020 Filed on Aug 11, 2020
1,235
N/A
Direxion Shs ETF Tr
Q2 2020 Filed on Aug 11, 2020
3,300
N/A
Portola Pharmaceuticals Inc
Q2 2020 Filed on Aug 11, 2020
1,500
N/A
Navistar Intl Corp New
Q2 2020 Filed on Aug 11, 2020
250
N/A
MAIN
Main Street Capital Corp

Financial Services
Q2 2020 Filed on Aug 11, 2020
550
$17.34 - $35.82 $9.54K - $19.7K
PCYO
Pure Cycle Corp

Utilities
Q2 2020 Filed on Aug 11, 2020
3,384
$8.33 - $10.49 $28.2K - $35.5K
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q2 2020 Filed on Aug 11, 2020
100
$1.43 - $3.76 $143 - $376
LXU
Lsb Industries, Inc.

Basic Materials
Q2 2020 Filed on Aug 11, 2020
500
$0.82 - $1.71 $410 - $855
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
175
$15.59 - $25.49 $2.73K - $4.46K
United States Oil Fund LP
Q2 2020 Filed on Aug 11, 2020
53,985
N/A
GOOD
Gladstone Commercial Corp

Real Estate
Q2 2020 Filed on Aug 11, 2020
400
$12.33 - $20.29 $4.93K - $8.12K
Gci Liberty Inc
Q2 2020 Filed on Aug 11, 2020
205
N/A
FOSL
Fossil Group, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
475
$2.7 - $8.1 $1.28K - $3.85K
Vaneck Vectors ETF Tr
Q2 2020 Filed on Aug 11, 2020
2
N/A
Aon PLC
Q2 2020 Filed on Aug 11, 2020
722
N/A
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 11, 2020
500
$2.19 - $4.5 $1.1K - $2.25K
MMYT
Make My Trip LTD

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
30
$10.96 - $18.71 $329 - $561
CWCO
Consolidated Water Co. Ltd.

Utilities
Q2 2020 Filed on Aug 11, 2020
1,614
$13.42 - $16.49 $21.7K - $26.6K
Nabors Industries LTD
Q2 2020 Filed on Aug 11, 2020
358
N/A
Bb&T Corp
Q4 2019 Filed on Feb 11, 2020
20,401
N/A
Celgene Corp
Q4 2019 Filed on Feb 11, 2020
7,706
N/A
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