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 |
|---|---|---|---|---|---|---|---|---|---|
| MYOMO INC | COM NEW | 801 | $64,780 | 12,930 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KENVUE INC | COM | 802 | $64,623 | 3,002 | 0.00 | 0.00 | 1,766 | 142.88 | 12-31-2023 |
| ISHARES TR | U S EQUITY FACTR | 803 | $64,613 | 1,338 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OSI SYSTEMS INC | COM | 804 | $64,525 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
