Number of Shares
27,264
Previous 26,735 1.98%
Holding current value
$1.44 Billion
Previous $1.4 Billion 2.87%
% of portfolio
0.68%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
N/A
529 Added 1.98%
27,264 $1.44 Billion
Q1 2025

May 15, 2025

SELL
N/A
-1,829 Reduced 6.4%
26,735 $1.4 Billion
Q4 2024

Jan 07, 2025

BUY
N/A
28,564 New
28,564 $1.49 Billion
Track This Portfolio

Track One Wealth Capital Management, LLC Portfolio

Follow One Wealth Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Capital Management, LLC with notifications on news.