Clearstead Advisors, LLC
Holdings in MSDL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $395,520 | 24,000 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $376,046 | 23,386 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $437,785 | 23,386 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $466,784 | 23,386 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $346,922 | 16,792 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $205,632 | 10,396 | Shares | Sole | 2024-11-13 |