OneDigital Investment Advisors LLC
Position in PPT — Putnam Premier Income Trust
CIK 1690370
OVERLAND PARK, KS
Position in PPT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$90,035
+$1,075 QoQ
Shares Held
25,362
+0.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $38,898,463 across 33 Asset Management names. PPT ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,911 | $5,778,713 | |
| 2 | SII |
Sprott Inc.
|
27,369 | $3,911,030 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
145,710 | $3,553,866 | |
| 4 | BLK |
BlackRock, Inc.
|
3,140 | $3,019,769 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
233,576 | $2,686,124 | |
| 6 | SPPP |
Sprott Physical Platinum & Palladium Trust
|
133,306 | $2,070,242 | |
| 7 | NAC |
Nuveen California Quality Municipal Income Fund
|
170,888 | $1,990,845 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
186,486 | $1,935,724 |
All Filings in PPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,035 | 25,362 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $88,960 | 25,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $91,548 | 24,810 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $89,749 | 24,455 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $87,026 | 24,107 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $84,172 | 23,644 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $139,889 | 37,504 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $136,125 | 38,024 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $132,605 | 37,672 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $133,300 | 37,339 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $123,926 | 36,993 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $129,064 | 36,666 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $129,406 | 36,350 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $130,865 | 36,051 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $127,999 | 35,754 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $134,812 | 35,477 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $140,475 | 35,207 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $124,713 | 29,207 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $132,424 | 28,977 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $133,653 | 28,681 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $137,538 | 28,242 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $129,302 | 27,807 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $325,793 | 73,212 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $344,375 | 72,653 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $327,946 | 72,235 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||