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 |
|---|---|---|---|---|---|---|---|---|---|
| SUNCOKE ENERGY INC | COM | 601 | $125,063 | 11,097 | 0.00 | 0.00 | -31 | -0.28 | 03-31-2024 |
| TEEKAY CORPORATION | COM | 602 | $99,787 | 13,707 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
