OneDigital Investment Advisors LLC
Position in MAXJ — iShares Large Cap Max Buffer Jun ETF
CIK 1690370
OVERLAND PARK, KS
All Filings in MAXJ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MAXJ | $537,715 | 19,095 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 MAXJ | $538,364 | 19,095 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 MAXJ | $563,616 | 20,094 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 MAXJ | $4,813,012 | 174,955 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 MAXJ | $2,026,707 | 78,585 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 MAXJ | $2,196,573 | 84,044 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 MAXJ | $2,163,511 | 83,244 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||