Clearstead Advisors, LLC
CIK
0000842775
City
CLEVELAND
State / Country
OH
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $148,620 | 13,723 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $149,639 | 13,542 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $145,956 | 13,366 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $141,386 | 13,189 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $156,607 | 14,972 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $144,925 | 12,848 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $221,354 | 20,668 | Shares | Sole | 2024-08-12 |