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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 1801 | $2,972 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TELEFLEX INCORPORATED | COM | Liquidated | $0 | 0 | 0.00 | 15 | +Inf | 12-31-2023 | |
| BENTLEY SYS INC | COM CL B | 1803 | $2,923 | 56 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NETGEAR INC | COM | 1804 | $2,916 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
