Clearstead Advisors, LLC
Position in RSMC — Rockefeller U.S. Small-Mid Cap ETF
CIK 842775
CLEVELAND, OH
All Filings in RSMC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RSMC | $169,781 | 6,835 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 RSMC | $274,467 | 10,870 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 RSMC | $286,185 | 10,870 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 RSMC | $282,109 | 10,870 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 RSMC | $256,097 | 10,870 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 RSMC | $277,293 | 10,870 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||