One Wealth Management Investment & Advisory Services, LLC New Holdings in Q1 2024

One Wealth Management Investment & Advisory Services, LLC

  • $244 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
106K
New
$38.54 - $44.62 $4.07M - $4.71M
106K $4.69B
IVE
Ishares S&P 500 Value ETF

ETFs
15.1K
New
$171.09 - $186.81 $2.58M - $2.82M
15.1K $2.82B
HEFA
Ishares Currency Hedged Msci E

ETFs
38.3K
New
$31.29 - $34.9 $1.2M - $1.34M
38.3K $1.33B
Blackrock ETF Trust Ii
16.4K
New
N/A
16.4K $860M
HYD
Vaneck High Yield Muni ETF

ETFs
9.09K
New
$50.72 - $52.26 $461K - $475K
9.09K $475M
CTVA
Corteva, Inc.

Basic Materials
4.91K
New
$44.41 - $57.67 $218K - $283K
4.91K $283M
ALGN
Align Technology Inc

Healthcare
824
New
$256.22 - $329.14 $211K - $271K
824 $270M
DHR
Danaher Corp

Healthcare
1.05K
New
$224.58 - $256.19 $236K - $270K
1.05K $263M
COF
Capital One Financial Corp

Financial Services
1.74K
New
$124.92 - $148.89 $218K - $260K
1.74K $260M
BAC
Bank Of America Corp

Financial Services
6.75K
New
$31.73 - $37.92 $214K - $256K
6.75K $256M
ANSS
Ansys Inc

Technology
697
New
$327.42 - $357.79 $228K - $249K
697 $242M
WFC
Wells Fargo & Company

Financial Services
4.08K
New
$46.44 - $57.96 $189K - $236K
4.08K $236M
FCX
Freeport Mcmoran Inc

Basic Materials
5.02K
New
$36.66 - $47.02 $184K - $236K
5.02K $236M
FE
Firstenergy Corp

Utilities
5.88K
New
$35.79 - $38.74 $211K - $228K
5.88K $227M
USB
Us Bancorp \De\

Financial Services
5.02K
New
$39.91 - $44.7 $200K - $224K
5.02K $224M
ECL
Ecolab Inc.

Basic Materials
967
New
$195.25 - $231.76 $189K - $224K
967 $223M
XYL
Xylem Inc.

Industrials
1.72K
New
$109.69 - $129.99 $189K - $224K
1.72K $222M
CVX
Chevron Corp

Energy
1.35K
New
$141.82 - $157.74 $191K - $212K
1.35K $212M
ALC
Alcon Inc

Healthcare
2.52K
New
$74.84 - $88.15 $189K - $222K
2.52K $210M
SONY
Sony Group Corp

Technology
2.43K
New
$85.16 - $99.75 $207K - $243K
2.43K $209M
TDY
Teledyne Technologies Inc

Technology
479
New
$414.68 - $441.98 $199K - $212K
479 $206M
FIX
Comfort Systems Usa Inc

Industrials
644
New
$195.89 - $323.29 $126K - $208K
644 $205M
CTRA
Coterra Energy Inc.

Energy
7.32K
New
$23.91 - $27.88 $175K - $204K
7.32K $204M
GD
General Dynamics Corp

Industrials
722
New
$249.34 - $282.55 $180K - $204K
722 $204M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.78K
New
$100.66 - $114.14 $179K - $203K
1.78K $203M
FTI
Technip Fmc PLC

Energy
8.06K
New
$18.51 - $25.36 $149K - $204K
8.06K $202M
MPC
Marathon Petroleum Corp

Energy
1K
New
$151.8 - $201.5 $152K - $202K
1K $202M
CI
Cigna Corp

Healthcare
556
New
$297.82 - $363.34 $166K - $202K
556 $202M
HON
Honeywell International Inc

Industrials
981
New
$193.01 - $209.0 $189K - $205K
981 $201M
ATO
Atmos Energy Corp

Utilities
1.69K
New
$110.89 - $118.87 $187K - $201K
1.69K $201M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
10.6K
New
$0.8 - $1.48 $8.46K - $15.7K
10.6K $13M
Activity Summary
Buys All Purchases 85 New Holdings 32 Increased Positions 53 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 1
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