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 |
|---|---|---|---|---|---|---|---|---|---|
| GENUINE PARTS CO | COM | 451 | $52,765 | 381 | 0.00 | 0.00 | 2 | 0.53 | 12-31-2023 |
| SPDR Portfolio S&P 500 High | Com | 452 | $52,397 | 1,337 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares Russell 1000 Value ETF | Com | Liquidated | $0 | 0 | 0.00 | 344 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US TIPS ETF | 454 | $52,200 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
