Clearstead Trust, LLC's ownership history for JGRW

Clearstead Trust, LLC currently holds 10.2K shares with a market value of $279.5K. It started holding JGRW on 2025-03-31. At its peak, it held 18.4K shares on 2025-06-30. Its highest holding value was $487.2K on 2025-06-30. At its lowest, it held 10.2K shares on 2025-09-30, with a value of $279.5K on 2025-09-30. In the recent 180 days, Clearstead Trust, LLC has decreased its shares by 8.1K.