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 |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW | COM | 501 | $199,566 | 2,842 | 0.00 | 0.00 | 437 | 18.17 | 12-31-2023 |
| ISHARES TR | SP SMCP600VL ETF | 502 | $197,483 | 1,916 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERTEX PHARMACEUTICALS INC | COM | 503 | $195,715 | 481 | 0.00 | 0.00 | 195 | 68.18 | 12-31-2023 |
| CHURCH & DWIGHT CO INC | COM | 504 | $195,361 | 2,066 | 0.00 | 0.00 | 1 | 0.05 | 12-31-2023 |
