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 |
|---|---|---|---|---|---|---|---|---|---|
| MITEK SYS INC | COM NEW | 2001 | $1,565 | 120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENDAVA PLC | ADS | 2002 | $1,557 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BURLINGTON STORES INC | COM | 2003 | $1,556 | 8 | 0.00 | 8 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | LITHIUM BTRY ETF | 2004 | $1,552 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
