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 |
|---|---|---|---|---|---|---|---|---|---|
| UPWORK INC | COM | 1651 | $4,774 | 321 | 0.00 | 0.00 | 239 | 291.46 | 12-31-2023 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 1652 | $4,772 | 176 | 0.00 | 0.00 | 2 | 1.15 | 12-31-2023 |
| INMUNE BIO INC | COM | 1653 | $4,730 | 420 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REGIS CORP MINN | COM SHS | 1654 | $4,725 | 500 | 0.00 | 500 | +Inf | 12-31-2023 |
