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 |
|---|---|---|---|---|---|---|---|---|---|
| IRHYTHM TECHNOLOGIES INC | COM | 651 | $107,040 | 1,000 | 0.00 | 0.00 | -50 | -4.76 | 12-31-2023 |
| SYNOPSYS INC | COM | 652 | $105,557 | 205 | 0.00 | 0.00 | 59 | 40.41 | 12-31-2023 |
| HUNTINGTON INGALLS INDS INC | COM | 653 | $105,414 | 406 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | AEROSPACE DEF | 654 | $105,086 | 776 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
