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 |
|---|---|---|---|---|---|---|---|---|---|
| AMEREN CORP | COM | 301 | $145,989 | 2,053 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 302 | $145,109 | 1,439 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SALESFORCE INC | COM | 303 | $144,748 | 563 | 0.00 | 0.00 | -11,347 | -95.27 | 06-30-2024 |
| NORFOLK SOUTHN CORP | COM | 304 | $144,272 | 672 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
