Clearstead Advisors, LLC
CIK
0000842775
City
CLEVELAND
State / Country
OH
Holdings in BRW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $21,030 | 3,000 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $23,310 | 3,000 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $24,180 | 3,000 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $23,280 | 3,000 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $22,860 | 3,000 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $22,770 | 3,000 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $21,120 | 3,000 | Shares | Sole | 2024-08-12 |