Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARSTEAD TRUST LLC | 05-10-2024 | 03-31-2024 | 427 | 382,370,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 251 | $216,178 | 2,038 | 0.00 | 0.00 | -128 | -5.91 | 03-31-2024 |
| FORD MTR CO DEL | COM | 252 | $212,397 | 15,994 | 0.00 | 0.00 | 116 | 0.73 | 03-31-2024 |
| iShares MSCI EAFE ETF | Com | 253 | $205,160 | 2,569 | 0.00 | 0.00 | -135 | -4.99 | 03-31-2024 |
| ARK ETF TR | FINTECH INNOVA | 254 | $203,879 | 6,722 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
