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 |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSAL ELECTRS INC | COM | 351 | $438,363 | 46,684 | 0.00 | 0.00 | 1,250 | 2.75 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 352 | $434,858 | 1,289 | 0.00 | 0.00 | 32 | 2.55 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 353 | $433,823 | 4,153 | 0.00 | 0.00 | -11,523 | -73.51 | 12-31-2023 |
| COCA COLA CONS INC | COM | 354 | $433,563 | 467 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
