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Clearstead Advisors’s Maximus MMS Stock Holding History

Clearstead Advisors’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.4K Buy
262
+260
+13,000% +$18.3K ﹤0.01% 1653
2025
Q1 		$137 Sell
2
-1
-33% -$69 ﹤0.01% 2130
2024
Q4 		$224 Buy
+3
New +$224 ﹤0.01% 2027