Number of Shares
117,109.00
Current Holdings Value*
$17.28 Mil
% of Portfolio
0.27%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
6.69%

Clearstead Advisors, LLC's American Water Works Co Inc Holding Summary

As of 2025-03-31, Clearstead Advisors, LLC held 117,109.00 shares of American Water Works Co Inc(AWK), totaling $17.28 Mil. This investment constitutes 0.27% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.06% of the outstanding American Water Works Co Inc(AWK) stock.

The initial trade took place in 2020Q1. And since then Clearstead Advisors, LLC has made 12 purchases of AWK, at an average price of $132.81, for a total of 121,648.00 shares. In addition, there have been 4 sales at an average price of $126.29 for 4,539.00 shares. Based on historical transaction data and AWK's current price of $142.29, Clearstead Advisors, LLC's estimated gain on his AWK holdings is $1.08 Mil, reflecting a 6.69% gain to date.

Clearstead Advisors, LLC AWK ($142.29) Holding Chart

Clearstead Advisors, LLC AWK ($142.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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