One Wealth Advisors, LLC Purchases and Sells in Q2 2024

One Wealth Advisors, LLC

$472 Million
Q2 2024

Top Buys

Incresed Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	96.5K + 61.48%	$79.31 - $93.31 $7.65M - $9.01M	254K $23.5M
EFG	51.7K + 46.52%	$97.17 - $106.25 $5.02M - $5.49M	163K $16.6M
DYNF	76.2K + 23.73%	$42.0 - $47.28 $3.2M - $3.6M	397K $18.7M
IEMG	65.1K + 147.83%	$50.02 - $54.95 $3.25M - $3.58M	109K $5.84M
OEF	4.46K + 12.04%	$234.68 - $265.99 $1.05M - $1.18M	41.5K $11M
QUAL	5.57K + 4.57%	$154.56 - $173.19 $860K - $964K	127K $21.8M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	5.39K New	$108.78 - $119.23 $586K - $642K	5.39K $639K
FIS	6.6K New	$67.2 - $78.36 $443K - $517K	6.6K $497K
AIG	6.4K New	$72.58 - $80.54 $464K - $515K	6.4K $475K
HEZU	13K New	$35.55 - $37.8 $463K - $492K	13K $472K
APP	5.64K New	$66.8 - $86.43 $377K - $488K	5.64K $469K
HPE	20.5K New	$16.44 - $21.84 $337K - $448K	20.5K $433K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	-60.9K - 32.4%	$52.34 - $56.41 $3.19M - $3.44M	127K $6.74M
SPLG	-84.1K - 8.2%	$58.24 - $64.51 $4.9M - $5.42M	942K $60.3M
IXC	-46.4K - 73.49%	$39.86 - $44.76 $1.85M - $2.08M	16.7K $694K
ESGU	-18.8K - 13.82%	$108.69 - $119.84 $2.05M - $2.26M	118K $14M
HEFA	-43K - 36.79%	$33.83 - $35.94 $1.46M - $1.55M	74K $2.63M
WDFC	-1.5K - 9.94%	$218.06 - $259.03 $327K - $389K	13.6K $2.99M

Activity Summary All Purchases 145 New Holdings 30 Increased Positions 115 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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