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Clearstead Advisors’s Perella Weinberg Partners PWP Stock Holding History

Clearstead Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.65K Hold
291
– – ﹤0.01% 2065
2025
Q1 		$5.36K Hold
291
– – ﹤0.01% 1730
2024
Q4 		$6.94K Buy
+291
New +$6.94K ﹤0.01% 1659