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 |
|---|---|---|---|---|---|---|---|---|---|
| SPARTANNASH CO | COM | 601 | $18,760 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 602 | $18,758 | 241 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PARKER-HANNIFIN CORP | COM | 603 | $18,715 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CORTEVA INC | COM | 604 | $18,286 | 339 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
