Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARSTEAD ADVISORS LLC | 02-12-2024 | 12-31-2023 | 1516 | 1,884,349,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MACOM TECH SOLUTIONS HLDGS I | COM | 1001 | $35,321 | 380 | 0.00 | 380 | +Inf | 12-31-2023 | |
| WESTERN DIGITAL CORP. | COM | 1002 | $35,298 | 674 | 0.00 | 0.00 | 139 | 25.98 | 12-31-2023 |
| COMMERCIAL VEH GROUP INC | COM | 1003 | $35,050 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1004 | $34,797 | 446 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
