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 |
|---|---|---|---|---|---|---|---|---|---|
| RBC BEARINGS INC | COM | 601 | $798,262 | 2,802 | 0.00 | 0.00 | -99 | -3.41 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 602 | $797,758 | 7,603 | 0.00 | 7,603 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 603 | $797,355 | 12,293 | 0.00 | 0.00 | 12 | 0.10 | 12-31-2023 |
| METLIFE INC | COM | 604 | $794,732 | 12,018 | 0.00 | 0.00 | 2,746 | 29.62 | 12-31-2023 |
