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 |
|---|---|---|---|---|---|---|---|---|---|
| ALBEMARLE CORP | COM | 1401 | $11,270 | 78 | 0.00 | 0.00 | -76 | -49.35 | 12-31-2023 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 1402 | $11,246 | 482 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GREIF INC | CL B | 1403 | $11,222 | 170 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | AGENCY BOND ETF | 1404 | $11,169 | 103 | 0.00 | 103 | +Inf | 12-31-2023 |
