Number of Shares
220
Previous 237 7.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025

SELL
N/A
-17 Reduced 7.17%
220 $0
Q2 2025

Aug 08, 2025

SELL
N/A
-2 Reduced 0.84%
237 $0
Q1 2025

May 09, 2025

BUY
N/A
39 Added 19.5%
239 $0
Q2 2024

Aug 09, 2024

BUY
N/A
200 New
200 $0
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, 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 Trust, LLC, based on Form 13F filings with the SEC.

News

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