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Clearstead Trust, LLC
Portfolio value
Clearstead Trust, LLC portfolio value
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$304,031,863
is the total value of the holdings Clearstead Trust, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$304,031,863
Q3 2023
$311,417,138
Q2 2023
$313,424,315
Q1 2023
$299,968
Q4 2022
$287,364,000
Q3 2022
$131,490,000
Q2 2022
$154,217,000
Q1 2022
$169,505,000
Q4 2021
$157,908,000
Q3 2021
$153,300,000
Q2 2021
$135,060,000
Q1 2021
$168,182,000
Q4 2020
$125,902,000
Q3 2020
$118,697,000
Q2 2020
$110,556,000
Q1 2020
$136,496,000
Q4 2019
$128,287,000
Q3 2019
$125,248,000
Q2 2019
$119,825,000
Q1 2019
$107,672,620,000
Q4 2018
$130,349,000
Q3 2018
$111,967,000
Q2 2018
$116,542,000
Q1 2018
$146,299,000
Q4 2017
$134,413,000
Q3 2017
$126,704,000
Q2 2017
$120,804,000
Q1 2017
$111,313,000
Q4 2016