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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 51 | $2,937,880 | 44,000 | 0.00 | 44,000 | +Inf | 06-30-2024 | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 52 | $2,639,321 | 25,557 | 0.00 | 0.00 | 10 | 0.04 | 06-30-2024 |
| AMERICAN TOWER CORP NEW | COM | 53 | $2,587,572 | 13,312 | 0.00 | 0.00 | 9,591 | 257.75 | 06-30-2024 |
| LINDE PLC | SHS | 54 | $2,465,674 | 5,619 | 0.00 | 0.00 | 32 | 0.57 | 06-30-2024 |
