ADVISORS SER TR

Ticker: KAT CUSIP: 00770X220 Class: SCHARF ETF

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 583 Value ($000) $32 Avg Close — Range —
Q3 2025
Shares 583 Value ($000) $33 Avg Close — Range —