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 |
|---|---|---|---|---|---|---|---|---|---|
| ATMOS ENERGY CORP | COM | Liquidated | $0 | 0 | 0.00 | 5,857 | +Inf | 12-31-2023 | |
| CUBESMART | COM | 302 | $610,708 | 13,176 | 0.00 | 0.00 | 13,113 | 20814.29 | 12-31-2023 |
| GALLAGHER ARTHUR J & CO | COM | 303 | $600,655 | 2,671 | 0.00 | 0.00 | 96 | 3.73 | 12-31-2023 |
| ZOETIS INC | CL A | 304 | $588,767 | 2,983 | 0.00 | 0.00 | -254 | -7.85 | 12-31-2023 |
