Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1104 | 5,713,785,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHRT NAT MUN ETF | 401 | $1,473,619 | 13,977 | 0.00 | 0.00 | -7,742 | -35.65 | 12-31-2023 |
| ISHARES TR | ESG MSCI LEADR | 402 | $1,472,623 | 17,452 | 0.00 | 0.00 | 2,035 | 13.20 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | LUNT US FACTOR | 403 | $1,470,845 | 52,927 | 0.00 | 0.00 | -235 | -0.44 | 12-31-2023 |
| ANALOG DEVICES INC | COM | 404 | $1,461,481 | 7,360 | 0.00 | 0.00 | -1,285 | -14.86 | 12-31-2023 |
