One Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
One Wealth Advisors, LLC
- $646 Million
- Q1 2025
A detailed history of One Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 26,743 shares of ILCV stock, worth $2.26 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
26,743Holding current value
$2.26 Million% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
186Shares Held
9.52MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$74.2 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC792KShares$66.8 Million0.01% of portfolio
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Matrix Trust CO700KShares$59.1 Million9.3% of portfolio
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Steele Capital Management, Inc. Dubuque, IA691KShares$58.3 Million2.93% of portfolio
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Lpl Financial LLC Fort Mill, SC527KShares$44.5 Million0.02% of portfolio