CT
PINC

Clearstead Trust’s Premier PINC Stock Holding History

Clearstead Trust’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-215
Closed -$5.98K – 1388
2025
Q3 		$5.98K Sell
215
-132
-38% -$3.19K ﹤0.01% 722
2025
Q2 		$7.61K Buy
347
+211
+155% +$4.54K ﹤0.01% 655
2025
Q1 		$2.62K Buy
+136
New +$2.68K ﹤0.01% 728

Other funds holding PINC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return