Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ONEDIGITAL INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1104 | 5,713,785,252 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | MID CAP US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,011 | -8.28 | 12-31-2023 |
ALLIANT ENERGY CORP | COM | 1052 | $308,881 | 6,021 | 0.00 | 6,021 | +Inf | 12-31-2023 | |
DYNEX CAP INC | COM | 1053 | $308,305 | 24,625 | 0.00 | 0.00 | 7,500 | 43.80 | 12-31-2023 |
FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 1054 | $307,997 | 14,535 | 0.00 | 14,535 | +Inf | 12-31-2023 |