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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | 1101 | $25,677 | 540 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LATTICE SEMICONDUCTOR CORP | COM | 1102 | $25,527 | 370 | 0.00 | 370 | +Inf | 12-31-2023 | |
| ISHARES TR | GLOB INDSTRL ETF | 1103 | $25,486 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BWX TECHNOLOGIES INC | COM | 1104 | $25,321 | 330 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
