Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARSTEAD TRUST LLC | 08-09-2024 | 06-30-2024 | 433 | 402,130,307 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Starwood Property Trust Inc REIT | Com | 251 | $212,677 | 11,229 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Arista Networks Inc. | Com | 252 | $204,680 | 584 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| iShares MSCI EAFE ETF | Com | 253 | $201,230 | 2,569 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FORD MTR CO DEL | COM | 254 | $198,226 | 15,807 | 0.00 | 0.00 | -187 | -1.17 | 06-30-2024 |
