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 |
|---|---|---|---|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP NEW | CL A | 951 | $41,859 | 165 | 0.00 | 0.00 | -584 | -77.97 | 12-31-2023 |
| OKTA INC | CL A | 952 | $41,644 | 460 | 0.00 | 0.00 | -155 | -25.20 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 953 | $41,605 | 513 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FTI CONSULTING INC | COM | 954 | $41,424 | 208 | 0.00 | 0.00 | -67 | -24.36 | 12-31-2023 |
