Clearstead Advisors, LLC Banks—Regional

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.1B
$10.6 Million 0.17% of portfolio
633,905
Q3 2024 Added 14.9%
$30.2B
$6.8 Million 0.11% of portfolio
158,767
Q3 2024 Reduced 1.65%
$2.5B
$5.29 Million 0.08% of portfolio
160,030
Q3 2024 Reduced 8.07%
$79.9B
$4.4 Million 0.07% of portfolio
23,796
Q3 2024 Reduced 2.88%
$62B
$3.92 Million 0.06% of portfolio
91,641
Q3 2024 Reduced 8.98%
$3.5B
$3.12 Million 0.05% of portfolio
242,546
Q3 2024 Added 0.14%
$24.3B
$2.96 Million 0.05% of portfolio
201,089
Q3 2024 Reduced 1.72%
$33.2B
$1.92 Million 0.03% of portfolio
1,045
Q2 2024 New
$3.45B
$934,000 0.01% of portfolio
51,568
Q3 2024 Reduced 9.08%
$2.83B
$901,000 0.01% of portfolio
23,931
Q3 2024 Reduced 0.01%
$5.45B
$830,000 0.01% of portfolio
58,920
Q2 2024 Added 1,688.16%
$96.3B
$803,000 0.01% of portfolio
26,918
Q3 2024 Added 3.69%
$2.04B
$634,000 0.01% of portfolio
19,522
Q2 2024 New
$670M
$547,000 0.01% of portfolio
12,630
Q3 2024 New
$33.8B
$504,000 0.01% of portfolio
2,834
Q3 2024 Added 0.75%
$4.84B
$488,000 0.01% of portfolio
6,070
Q2 2024 Added 8,571.43%
$8.69B
$384,000 0.01% of portfolio
8,135
Q3 2024 Added 0.3%
$8.21B
$345,000 0.01% of portfolio
5,762
Q3 2024 Added 1.14%
$22.7B
$336,000 0.01% of portfolio
14,420
Q3 2024 Added 0.03%
$275M
$308,000 0.0% of portfolio
25,334
Q3 2024 Reduced 0.05%
$7.53B
$293,000 0.0% of portfolio
3,016
Q2 2024 New
$457M
$283,000 0.0% of portfolio
18,755
Q2 2024 Added 4.75%
$2.81B
$240,000 0.0% of portfolio
4,237
Q2 2024 New
$2.15B
$234,000 0.0% of portfolio
7,370
Q2 2024 New
$2.37B
$228,000 0.0% of portfolio
6,128
Q2 2024 New
$3.11B
$224,000 0.0% of portfolio
7,670
Q2 2024 New
$5.16B
$223,000 0.0% of portfolio
6,035
Q2 2024 New
$2.1B
$213,000 0.0% of portfolio
4,163
Q2 2024 New
$3.49B
$117,000 0.0% of portfolio
2,031
Q3 2024 Added 1.55%
$8.99B
$101,000 0.0% of portfolio
905
Q3 2024 Reduced 11.36%
$23.3B
$88,000 0.0% of portfolio
2,150
Q3 2024 Added 4.88%
$109B
$81,000 0.0% of portfolio
1,297
Q3 2024 Reduced 10.74%
$898M
$73,000 0.0% of portfolio
3,124
Q2 2024 Added 12.01%
$353M
$71,000 0.0% of portfolio
2,600
Q3 2024 Reduced 21.21%
$7.19B
$59,000 0.0% of portfolio
827
Q3 2024 Added 482.39%
$1.54B
$53,000 0.0% of portfolio
3,135
Q2 2024 New
$4.28B
$40,000 0.0% of portfolio
642
Q3 2024 Reduced 7.49%
$5.72B
$38,000 0.0% of portfolio
836
Q3 2024 Reduced 66.34%
$39.6B
$37,000 0.0% of portfolio
2,191
Q3 2024 Added 2.05%
$8.1B
$31,000 0.0% of portfolio
289
Q3 2024 Added 3.58%
$1.66B
$30,000 0.0% of portfolio
2,316
Q3 2024 Added 49.23%
$53.5B
$28,000 0.0% of portfolio
4,319
Q1 2024 Added 785.04%
$7.27B
$24,000 0.0% of portfolio
249
Q2 2024 Added 52.76%
$3.38B
$18,000 0.0% of portfolio
613
Q2 2024 Added 513.0%
$2.72B
$17,000 0.0% of portfolio
105
Q1 2020 New
$3.32B
$17,000 0.0% of portfolio
349
Q3 2024 Reduced 11.42%
$2.26B
$16,000 0.0% of portfolio
634
Q2 2024 New
$2.06B
$14,000 0.0% of portfolio
320
Q2 2024 New
$51.9B
$13,000 0.0% of portfolio
4,472
Q2 2024 New
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