One Wealth Advisors, LLC Purchases in Q3 2024

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
606K
New
$44.83 - $47.42 $27.2M - $28.7M
606K $28.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
466K
New
$49.93 - $51.15 $23.2M - $23.8M
466K $23.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
374K
New
$45.2 - $47.87 $16.9M - $17.9M
374K $17.8M
MUB
Ishares National Muni Bond ETF

ETFs
120K
New
$106.13 - $108.7 $12.8M - $13.1M
120K $13.1M
MBB
Ishares Tr

ETFs
107K
New
$90.85 - $96.66 $9.77M - $10.4M
107K $10.3M
EFV
Msci Eafe Value ETF

ETFs
155K
+ 122.27%
$51.72 - $57.96 $8.04M - $9.01M
283K $16.3M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
316K
New
$22.51 - $23.92 $7.12M - $7.57M
316K $7.53M
AAPL
Apple Inc.

Technology
14K
+ 7.66%
$207.23 - $234.82 $2.91M - $3.29M
197K $45.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
59.8K
New
$89.91 - $101.33 $5.38M - $6.06M
59.8K $5.87M
EUSB
Ishares Tr Esg Advanced Total

Technology
132K
New
$42.09 - $44.64 $5.56M - $5.89M
132K $5.85M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
44.4K
New
$100.75 - $111.62 $4.47M - $4.96M
44.4K $4.85M
GOOG
Alphabet Inc.

Communication Services
22.2K
+ 161.34%
$149.54 - $192.66 $3.31M - $4.27M
35.9K $6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
25.9K
New
$106.11 - $113.72 $2.75M - $2.94M
25.9K $2.92M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
37.3K
+ 25.06%
$56.04 - $62.99 $2.09M - $2.35M
186K $11.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
35.2K
New
$45.6 - $46.83 $1.6M - $1.65M
35.2K $1.65M
EMB
Ishares Tr

ETFs
15.9K
New
$87.75 - $93.74 $1.39M - $1.49M
15.9K $1.48M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.12K
+ 1.66%
$162.64 - $179.3 $344K - $379K
129K $23.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.19K
+ 2.31%
$44.24 - $49.47 $407K - $455K
407K $20.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
57.1K
New
$24.38 - $25.2 $1.39M - $1.44M
57.1K $1.44M
SUB
Ishares Short Term National Mu

ETFs
13.1K
New
$104.3 - $106.3 $1.37M - $1.4M
13.1K $1.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
54.2K
New
$22.38 - $23.66 $1.21M - $1.28M
54.2K $1.27M
IVE
Ishares S&P 500 Value ETF

ETFs
965
+ 1.92%
$181.06 - $197.17 $175K - $190K
51.1K $10.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.01%
$113.45 - $126.18 $908 - $1.01K
118K $14.8M
BMY
Bristol Myers Squibb CO

Healthcare
12.8K
+ 206.89%
$39.66 - $51.75 $507K - $662K
19K $981K
ENVX
Enovix Corp

Industrials
75K
New
$7.61 - $18.31 $571K - $1.37M
75K $700K
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.7K
New
$26.69 - $29.87 $632K - $707K
23.7K $688K
OEF
Ishares S&P 100 ETF

ETFs
2.24K
+ 5.4%
$266.03 - $266.03 $596K - $596K
43.7K $11.6M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.67K
+ 11.97%
$64.83 - $72.82 $368K - $413K
53.1K $3.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.69K
New
$74.26 - $78.84 $571K - $606K
7.69K $602K
IEV
Ishares Tr Europe ETF

ETFs
1.15K
+ 0.94%
$53.25 - $58.78 $61.1K - $67.5K
123K $7.15M
DFS
Discover Financial Services

Financial Services
3.17K
New
$123.41 - $144.72 $391K - $458K
3.17K $444K
HDB
Hdfc Bank LTD

Financial Services
6.88K
+ 105.15%
$58.04 - $66.97 $399K - $461K
13.4K $839K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.23K
New
$47.01 - $48.2 $387K - $397K
8.23K $396K
CSX
Csx Corp

Industrials
11.3K
New
$32.48 - $35.45 $367K - $401K
11.3K $390K
PFE
Pfizer Inc

Healthcare
12.7K
New
$27.7 - $31.39 $351K - $398K
12.7K $366K
T
At&T Inc.

Communication Services
15.9K
New
$18.21 - $22.28 $289K - $353K
15.9K $349K
XOM
Exxon Mobil Corp

Energy
2.01K
+ 73.36%
$109.72 - $119.0 $220K - $239K
4.74K $555K
BELFB
Bel Fuse Inc.

Technology
2.89K
New
$61.07 - $81.01 $177K - $234K
2.89K $227K
IFRA
Ishares Tr

ETFs
211
+ 0.47%
$41.55 - $46.97 $8.77K - $9.91K
45.1K $2.12M
LMT
Lockheed Martin Corp

Industrials
380
New
$460.3 - $584.56 $175K - $222K
380 $222K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.41K
New
$136.06 - $155.24 $192K - $219K
1.41K $212K
SPY
Spdr S&P 500 ETF Trust

ETFs
362
New
$517.38 - $573.86 $187K - $208K
362 $207K
TGT
Target Corp

Consumer Defensive
1.33K
New
$133.47 - $159.25 $177K - $212K
1.33K $207K
SBUX
Starbucks Corp

Consumer Cyclical
2.12K
New
$72.51 - $98.6 $154K - $209K
2.12K $206K
OMC
Omnicom Group Inc.

Communication Services
1.99K
New
$87.69 - $103.9 $175K - $207K
1.99K $206K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.6K
New
$51.3 - $64.42 $184K - $232K
3.6K $205K
LDOS
Leidos Holdings, Inc.

Technology
1.26K
New
$142.66 - $163.02 $180K - $205K
1.26K $205K
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$99.55 - $123.34 $167K - $207K
1.68K $203K
OWL
Blue Owl Capital Inc.

Financial Services
10.4K
New
$15.81 - $19.83 $165K - $207K
10.4K $202K
Activity Summary
Buys All Purchases 113 New Holdings 42 Increased Positions 71 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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