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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 251 | $860,542 | 19,883 | 0.00 | 0.00 | -2,379 | -10.69 | 12-31-2023 |
| ISHARES TR | US INDUSTRIALS | 252 | $843,233 | 7,373 | 0.00 | 0.00 | 16 | 0.22 | 12-31-2023 |
| DOCUSIGN INC | NOTE 1/1 | 253 | $840,792 | 845,000 | 0.00 | 0.00 | -30,000 | -3.43 | 12-31-2023 |
| OREILLY AUTOMOTIVE INC | COM | 254 | $836,071 | 880 | 0.00 | 0.00 | 21 | 2.44 | 12-31-2023 |
