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 |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 201 | $1,293,596 | 10,646 | 0.00 | 0.00 | 112 | 1.06 | 12-31-2023 |
| ISHARES TR | CORE S&P US GWT | 202 | $1,270,957 | 12,209 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | MSCI ACWI EX US | 203 | $1,270,386 | 24,890 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LAM RESEARCH CORP | COM | 204 | $1,258,986 | 1,607 | 0.00 | 0.00 | -473 | -22.74 | 12-31-2023 |
