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 |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER AVIATION INC | COM CL A | 1351 | $13,128 | 2,138 | 0.00 | 0.00 | 1,638 | 327.60 | 12-31-2023 |
| ISHARES TR | TIPS BD ETF | 1352 | $12,899 | 120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENMAB A/S | SPONSORED ADS | 1353 | $12,896 | 405 | 0.00 | 0.00 | 200 | 97.56 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | 1354 | $12,893 | 238 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
