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 |
|---|---|---|---|---|---|---|---|---|---|
| FLUOR CORP NEW | COM | 851 | $54,133 | 1,382 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BROOKFIELD RENEWABLE CORP | CL A SUB VTG | 852 | $53,982 | 1,875 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PERMIAN RESOURCES CORP | CLASS A COM | 853 | $53,856 | 3,960 | 0.00 | 0.00 | 715 | 22.03 | 12-31-2023 |
| MARVELL TECHNOLOGY INC | COM | 854 | $53,632 | 889 | 0.00 | 0.00 | -44 | -4.72 | 12-31-2023 |
