Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARSTEAD TRUST LLC | 02-06-2024 | 12-31-2023 | 414 | 365,725,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares S&P Midcap 400 Growth Index | Com | 351 | $125,484 | 1,584 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EMERSON ELEC CO | COM | 352 | $124,972 | 1,284 | 0.00 | 0.00 | 7 | 0.55 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 353 | $119,380 | 1,439 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 354 | $118,058 | 925 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
