OneDigital Investment Advisors LLC - STRATEGY SHS ownership

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$663,585
+30.4%
32,043
+36.8%
0.01%
+27.3%
Q2 2023$508,745
+42.7%
23,431
+43.6%
0.01%
+37.5%
Q1 2023$356,420
-27.8%
16,322
-29.5%
0.01%
-42.9%
Q4 2022$493,41723,1600.01%
Other shareholders
STRATEGY SHS shareholders Q4 2023
NameSharesValueWeighting ↓
Donald L. Hagan, LLC 678,952$14,741,7458.30%
Stratos Wealth Advisors, LLC 350,391$7,607,8780.54%
First Capital Advisors Group, LLC. 2,441$53,0000.03%
Freedom Investment Management, Inc. 10,597$230,0960.03%
RAYMOND JAMES TRUST N.A. 19,717$4280.01%
OneDigital Investment Advisors LLC 23,431$508,7450.01%
GTS SECURITIES LLC 9,772$212,1700.01%
COMMONWEALTH EQUITY SERVICES, LLC 50,258$1,0910.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 27$5860.00%
View complete list of STRATEGY SHS shareholders