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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK OZK LITTLE ROCK ARK | COM | 1501 | $8,272 | 166 | 0.00 | 0.00 | 76 | 84.44 | 12-31-2023 |
| HIMS & HERS HEALTH INC | COM CL A | 1502 | $8,188 | 920 | 0.00 | 920 | +Inf | 12-31-2023 | |
| EURONET WORLDWIDE INC | COM | 1503 | $8,120 | 80 | 0.00 | 0.00 | 38 | 90.48 | 12-31-2023 |
| BAUSCH HEALTH COS INC | COM | 1504 | $8,020 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
