Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONE WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 248 | 574,661,449 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 251 | $459,461 | 9,206 | 0.00 | 0.00 | 1,914 | 26.25 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 252 | $458,749 | 10,933 | 0.00 | 0.00 | -83 | -0.75 | 03-31-2024 |
| HARTFORD FINL SVCS GROUP INC | COM | 253 | $458,400 | 4,428 | 0.00 | 0.00 | -191 | -4.14 | 03-31-2024 |
| BHP GROUP LTD | SPONSORED ADS | 254 | $458,174 | 7,942 | 0.00 | 0.00 | 4,254 | 115.35 | 03-31-2024 |
