One Wealth Advisors, LLC Sells in Q3 2024

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-86.1K
- 9.14%
$60.84 - $67.51 $5.24M - $5.81M
856K $57.8M
IEMG
Ishares Inc

ETFs
-45.4K
- 41.59%
$53.64 - $53.64 $2.43M - $2.43M
63.7K $3.42M
IVW
Ishares S&P 500 Growth ETF

ETFs
-18K
- 7.1%
$84.77 - $97.13 $1.53M - $1.75M
236K $22.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.96K
- 4.53%
$133.16 - $158.73 $528K - $629K
83.5K $12.7M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-7.01K
- 12.07%
$97.81 - $108.79 $685K - $762K
51K $5.55M
EW
Edwards Lifesciences Corp

Healthcare
-137
- 0.79%
$59.7 - $93.78 $8.18K - $12.8K
17.2K $1.13M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-16.6K
- 8.91%
$56.29 - $62.74 $933K - $1.04M
169K $10.6M
WSM
Williams Sonoma Inc

Consumer Cyclical
-3
- 0.11%
$128.47 - $280.94 $385 - $843
2.71K $419K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.06K
- 35.21%
$405.19 - $478.57 $429K - $506K
1.95K $896K
EFG
Msci Eafe Growth ETF

ETFs
-10.1K
- 6.23%
$96.84 - $108.77 $982K - $1.1M
153K $16.4M
SAP
Sap Se

Technology
-1.53K
- 31.05%
$197.21 - $231.0 $303K - $354K
3.41K $780K
ADBE
Adobe Inc.

Technology
-307
- 29.66%
$508.13 - $586.55 $156K - $180K
728 $376K
CI
Cigna Corp

Healthcare
-511
- 29.17%
$319.12 - $367.1 $163K - $188K
1.24K $429K
DELL
Dell Technologies Inc.

Technology
-331
- 5.95%
$87.89 - $145.97 $29.1K - $48.3K
5.23K $619K
SHEL
Shell PLC

Energy
-28
- 0.23%
$65.65 - $73.28 $1.84K - $2.05K
12K $788K
BBY
Best Buy CO Inc

Consumer Cyclical
-1.54K
- 33.79%
$80.23 - $103.29 $123K - $159K
3.01K $310K
IXC
Ishares Tr Global Energy ETF

ETFs
-1.24K
- 7.41%
$38.94 - $42.35 $48.3K - $52.5K
15.5K $626K
MPC
Marathon Petroleum Corp

Energy
-36
- 0.72%
$158.61 - $180.75 $5.71K - $6.51K
5K $813K
IGM
Ishares Expanded Tech Sector E

ETFs
-777
- 7.68%
$84.03 - $98.62 $65.3K - $76.6K
9.34K $895K
CPRT
Copart Inc

Consumer Cyclical
-185
- 0.72%
$49.19 - $55.54 $9.1K - $10.3K
25.4K $1.33M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.77K
- 18.23%
$38.03 - $42.06 $67.5K - $74.6K
7.96K $332K
VUG
Vanguard Growth ETF

ETFs
-155
- 7.13%
$341.08 - $391.94 $52.9K - $60.8K
2.02K $775K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-202
- 1.1%
$147.95 - $191.05 $29.9K - $38.6K
18.1K $3.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-113
- 11.81%
$475.2 - $527.7 $53.7K - $59.6K
844 $445K
NTAP
Net App, Inc.

Technology
-38
- 0.9%
$114.18 - $134.62 $4.34K - $5.12K
4.18K $515K
MGRC
Mcgrath Rentcorp

Industrials
-26
- 0.22%
$98.13 - $115.62 $2.55K - $3.01K
12K $1.27M
AIG
American International Group, Inc.

Financial Services
-129
- 2.02%
$70.16 - $79.23 $9.05K - $10.2K
6.27K $459K
VLUE
Ishares Msci Usa Value Factor

ETFs
-614
- 6.63%
$99.14 - $109.18 $60.9K - $67K
8.64K $942K
ANDE
Andersons, Inc.

Consumer Defensive
-355
- 5.05%
$45.71 - $54.98 $16.2K - $19.5K
6.68K $334K
YELP
Yelp Inc

Communication Services
-8
- 0.13%
$33.02 - $37.77 $264 - $302
6.36K $223K
VRSK
Verisk Analytics, Inc.

Industrials
-29
- 1.01%
$260.31 - $285.99 $7.55K - $8.29K
2.83K $759K
VTI
Vanguard Total Stock Market Et

ETFs
-136
- 7.6%
$255.18 - $283.2 $34.7K - $38.5K
1.65K $468K
GMAB
Genmab A/S

Healthcare
-4
- 0.04%
$23.84 - $28.48 $95.4 - $114
10.3K $250K
KEX
Kirby Corp

Industrials
-108
- 5.85%
$107.57 - $129.59 $11.6K - $14K
1.74K $212K
WU
Western Union CO

Financial Services
-54
- 0.24%
$11.35 - $12.97 $613 - $700
22.1K $263K
C
Citigroup Inc

Financial Services
-6
- 0.09%
$56.11 - $67.61 $337 - $406
6.59K $412K
CNI
Canadian National Railway CO

Industrials
-1
- 0.04%
$110.1 - $123.65 $110 - $124
2.32K $271K
NFLX
Netflix Inc

Communication Services
-57
- 4.94%
$598.55 - $722.26 $34.1K - $41.2K
1.1K $777K
Zymeworks Inc
-581
- 2.33%
N/A
24.3K $0
Atlassian Corporation
-100
- 2.83%
N/A
3.43K $0
Linde PLC
-17
- 1.65%
N/A
1.01K $0
MOGA
Moog Inc Cla
-89
- 7.27%
N/A
1.14K $0
OSUR
Orasure Technologies Inc

Healthcare
-74
- 0.24%
$3.93 - $4.59 $291 - $340
30.3K $129K
FOR
Forestar Group Inc.

Real Estate
-13
- 0.13%
$28.23 - $36.91 $367 - $480
10.1K $326K
MANH
Manhattan Associates Inc

Technology
-183
- 11.19%
$218.59 - $286.0 $40K - $52.3K
1.45K $408K
HPQ
Hp Inc

Technology
-335
- 1.66%
$32.02 - $38.11 $10.7K - $12.8K
19.8K $710K
CDW
Cdw Corp

Technology
-32
- 0.53%
$206.67 - $239.84 $6.61K - $7.67K
6.03K $1.36M
SCS
Steelcase Inc

Industrials
-421
- 1.58%
$12.27 - $14.49 $5.17K - $6.1K
26.2K $353K
PRDO
Perdoceo Education Corp

Consumer Defensive
-29
- 0.22%
$20.78 - $25.25 $603 - $732
13.4K $298K
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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