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 |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 451 | $272,412 | 4,967 | 0.00 | 0.00 | -32 | -0.64 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 452 | $270,144 | 4,554 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 453 | $269,873 | 4,357 | 0.00 | 0.00 | 4,036 | 1257.32 | 12-31-2023 |
| TRANE TECHNOLOGIES PLC | SHS | 454 | $269,022 | 1,103 | 0.00 | 0.00 | -3,770 | -77.37 | 12-31-2023 |
