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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC | SHS | 551 | $918,312 | 11,147 | 0.00 | 0.00 | 1,407 | 14.45 | 12-31-2023 |
| SHOPIFY INC | CL A | 552 | $910,184 | 11,684 | 0.00 | 0.00 | 1,106 | 10.46 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 553 | $909,819 | 17,429 | 0.00 | 0.00 | -3,682 | -17.44 | 12-31-2023 |
| ILLINOIS TOOL WKS INC | COM | 554 | $909,663 | 3,473 | 0.00 | 0.00 | 45 | 1.31 | 12-31-2023 |
