Clearstead Advisors, LLC
CIK
0000842775
City
CLEVELAND
State / Country
OH
Holdings in BCAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,195,429 | 84,423 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,248,616 | 84,423 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,278,164 | 84,423 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,201,248 | 83,420 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,249,269 | 82,460 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,331,808 | 80,961 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,438,320 | 87,649 | Shares | Sole | 2024-08-12 |