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 |
|---|---|---|---|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | 701 | $89,119 | 641 | 0.00 | 0.00 | -533 | -45.40 | 12-31-2023 |
| VANGUARD WORLD FDS | UTILITIES ETF | 702 | $88,822 | 648 | 0.00 | 0.00 | -106 | -14.06 | 12-31-2023 |
| ASTRAZENECA PLC | SPONSORED ADR | 703 | $88,162 | 1,309 | 0.00 | 0.00 | -401 | -23.45 | 12-31-2023 |
| LPL FINL HLDGS INC | COM | 704 | $88,089 | 387 | 0.00 | 0.00 | 80 | 26.06 | 12-31-2023 |
