Number of Shares
1,164
Previous 1,153 0.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
N/A
11 Added 0.95%
1,164 $0
Q2 2024

Aug 09, 2024

BUY
N/A
11 Added 0.96%
1,153 $0
Q1 2024

May 10, 2024

BUY
N/A
10 Added 0.88%
1,142 $0
Q4 2023

Feb 06, 2024

BUY
N/A
10 Added 0.89%
1,132 $0
Q3 2023

Nov 13, 2023

BUY
N/A
11 Added 0.99%
1,122 $0
Q2 2023

Aug 08, 2023

BUY
N/A
10 Added 0.91%
1,111 $0
Q1 2023

May 10, 2023

BUY
N/A
10 Added 0.92%
1,101 $0
Q4 2022

Jan 31, 2023

BUY
N/A
13 Added 1.21%
1,091 $38,000
Q3 2022

Nov 10, 2022

BUY
N/A
1,078 New
1,078 $32,000
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.