Clearstead Trust, LLC's ownership history for XYZ

Clearstead Trust, LLC currently holds 368 shares with a market value of $22.1K. It started holding XYZ on 2024-09-30. At its peak, it held 368 shares on 2026-03-31. Its highest holding value was $22.3K on 2025-09-30. At its lowest, it held 251 shares on 2024-12-31, with a value of $15.6K on 2025-03-31. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 59. In the recent year, Clearstead Trust, LLC has increased its shares by 81.