Number of Shares
3,430
Previous 3,530 2.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
N/A
-100 Reduced 2.83%
3,430 $0
Q2 2024

Aug 13, 2024

SELL
N/A
-536 Reduced 13.18%
3,530 $0
Q1 2024

Apr 15, 2024

SELL
N/A
-300 Reduced 6.87%
4,066 $0
Q4 2023

Feb 13, 2024

SELL
N/A
-300 Reduced 6.43%
4,366 $0
Q3 2023

Nov 01, 2023

SELL
N/A
-300 Reduced 6.04%
4,666 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-300 Reduced 5.7%
4,966 $0
Q1 2023

May 15, 2023

SELL
N/A
-300 Reduced 5.39%
5,266 $0
Q4 2022

Feb 14, 2023

BUY
N/A
5,566 New
5,566 $0
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, 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 Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.