Clearstead Advisors, LLC Banks—Regional

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.9B
$14.1 Million 0.22% of portfolio
822,746
Q4 2024 Added 29.79%
$26.9B
$6.42 Million 0.1% of portfolio
151,809
Q4 2024 Reduced 4.38%
$2.51B
$5.44 Million 0.08% of portfolio
159,818
Q4 2024 Reduced 0.13%
$71B
$4.51 Million 0.07% of portfolio
23,378
Q4 2024 Reduced 1.76%
$54.6B
$3.94 Million 0.06% of portfolio
90,899
Q4 2024 Reduced 0.81%
$21.7B
$3.4 Million 0.05% of portfolio
209,255
Q4 2024 Added 4.06%
$3.44B
$3.06 Million 0.05% of portfolio
243,591
Q4 2024 Added 0.43%
$27.8B
$2.21 Million 0.03% of portfolio
1,045
Q2 2024 New
$3.01B
$994,000 0.02% of portfolio
51,568
Q3 2024 Reduced 9.08%
$2.29B
$849,000 0.01% of portfolio
22,420
Q4 2024 Reduced 6.31%
$110B
$803,000 0.01% of portfolio
26,918
Q3 2024 Added 3.69%
$4.7B
$786,000 0.01% of portfolio
53,190
Q4 2024 Reduced 9.73%
$1.89B
$697,000 0.01% of portfolio
19,522
Q2 2024 New
$4.45B
$514,000 0.01% of portfolio
6,070
Q2 2024 Added 8,571.43%
$62.7B
$440,000 0.01% of portfolio
9,220
Q4 2024 Reduced 4.63%
$7.46B
$440,000 0.01% of portfolio
8,120
Q4 2024 Reduced 0.18%
$7.73B
$352,000 0.01% of portfolio
5,697
Q4 2024 Reduced 1.13%
$20.3B
$336,000 0.01% of portfolio
14,302
Q4 2024 Reduced 0.82%
$7.02B
$300,000 0.0% of portfolio
3,016
Q2 2024 New
$241M
$295,000 0.0% of portfolio
25,334
Q3 2024 Reduced 0.05%
$8.03B
$293,000 0.0% of portfolio
2,188
Q4 2024 Added 141.77%
$442M
$266,000 0.0% of portfolio
18,755
Q2 2024 Added 4.75%
$2.39B
$244,000 0.0% of portfolio
6,128
Q2 2024 New
$2B
$234,000 0.0% of portfolio
4,163
Q2 2024 New
$2.74B
$234,000 0.0% of portfolio
3,828
Q4 2024 Reduced 9.65%
$2.1B
$230,000 0.0% of portfolio
6,527
Q4 2024 Reduced 11.44%
$4.63B
$227,000 0.0% of portfolio
6,051
Q4 2024 Added 0.27%
$3.11B
$224,000 0.0% of portfolio
7,670
Q2 2024 New
$20.3B
$94,000 0.0% of portfolio
2,164
Q4 2024 Added 0.65%
$3.05B
$78,000 0.0% of portfolio
1,279
Q4 2024 Reduced 37.03%
$329M
$76,000 0.0% of portfolio
2,600
Q3 2024 Reduced 21.21%
$6.51B
$62,000 0.0% of portfolio
827
Q3 2024 Added 482.39%
$1.45B
$53,000 0.0% of portfolio
3,135
Q2 2024 New
$3.81B
$44,000 0.0% of portfolio
630
Q4 2024 Reduced 1.87%
$4.9B
$41,000 0.0% of portfolio
836
Q3 2024 Reduced 66.34%
$48.5B
$37,000 0.0% of portfolio
2,224
Q4 2024 Added 1.51%
$6.81B
$35,000 0.0% of portfolio
283
Q4 2024 Reduced 2.08%
$997M
$34,000 0.0% of portfolio
1,335
Q4 2024 Reduced 57.27%
$1.52B
$30,000 0.0% of portfolio
2,347
Q4 2024 Added 1.34%
$53.9B
$21,000 0.0% of portfolio
4,319
Q1 2024 Added 785.04%
$2.99B
$19,000 0.0% of portfolio
613
Q2 2024 Added 513.0%
$2.48B
$18,000 0.0% of portfolio
105
Q1 2020 New
$3.21B
$18,000 0.0% of portfolio
349
Q3 2024 Reduced 11.42%
$1.94B
$17,000 0.0% of portfolio
634
Q2 2024 New
$1.85B
$15,000 0.0% of portfolio
320
Q2 2024 New
$123B
$14,000 0.0% of portfolio
233
Q4 2024 Reduced 82.04%
$1.53B
$13,000 0.0% of portfolio
191
Q2 2024 New
$7B
$9,000 0.0% of portfolio
91
Q4 2024 New
$8.1B
$9,000 0.0% of portfolio
84
Q2 2024 New
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