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 |
|---|---|---|---|---|---|---|---|---|---|
| BARRICK GOLD CORP | COM | 1301 | $14,889 | 823 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WILLIAMS SONOMA INC | COM | 1302 | $14,730 | 73 | 0.00 | 0.00 | -448 | -85.99 | 12-31-2023 |
| HARLEY DAVIDSON INC | COM | 1303 | $14,598 | 396 | 0.00 | 0.00 | -604 | -60.40 | 12-31-2023 |
| EDISON INTL | COM | 1304 | $14,584 | 204 | 0.00 | 0.00 | 34 | 20.00 | 12-31-2023 |
