Clearstead Advisors, LLC
Holdings in TDF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $57,178 | 5,078 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $61,197 | 5,253 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $62,817 | 6,288 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $60,896 | 6,278 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $53,215 | 6,268 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $57,414 | 6,268 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $42,129 | 5,253 | Shares | Sole | 2024-08-12 |