CA
BASE

Clearstead Advisors’s Couchbase BASE Stock Holding History

Clearstead Advisors’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-169
Closed -$4.12K – 3103
2025
Q2 		$4.12K Buy
+169
New +$3.07K ﹤0.01% 2169

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return