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 |
|---|---|---|---|---|---|---|---|---|---|
| ORASURE TECHNOLOGIES INC | COM | 551 | $184,352 | 29,976 | 0.00 | 0.00 | -82 | -0.27 | 03-31-2024 |
| HUNTINGTON BANCSHARES INC | COM | 552 | $171,785 | 12,179 | 0.00 | 12,179 | +Inf | 03-31-2024 | |
| WESTERN UN CO | COM | 553 | $155,458 | 11,120 | 0.00 | 11,120 | +Inf | 03-31-2024 |
