One Wealth Advisors, LLC Purchases and Sells in Q4 2024

One Wealth Advisors, LLC

$662 Million
Q4 2024

Top Buys

Incresed Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	79.3K + 52.0%	$96.83 - $106.88 $7.68M - $8.48M	232K $22.5M
MUB	53.9K + 44.83%	$105.78 - $108.7 $5.71M - $5.86M	174K $18.6M
VTEB	76.3K + 16.39%	$49.79 - $51.14 $3.8M - $3.9M	542K $27.2M
IVV	3.16K + 8.98%	$570.51 - $610.59 $1.81M - $1.93M	38.4K $22.6M
IWD	10.7K + 301.69%	$183.23 - $199.79 $1.97M - $2.14M	14.3K $2.64M
IWF	2.5K + 7.3%	$370.24 - $418.94 $925K - $1.05M	36.7K $14.8M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	52.6K New	$89.97 - $98.59 $4.73M - $5.18M	52.6K $4.99M
GLDM	40.8K New	$50.76 - $55.23 $2.07M - $2.25M	40.8K $2.12M
FLL	255K New	$3.92 - $5.34 $1M - $1.36M	255K $1.04M
PHYL	17.5K New	$34.74 - $35.59 $607K - $622K	17.5K $607K
FLEX	9.58K New	$32.52 - $41.3 $312K - $396K	9.58K $367K
SYF	5.55K New	$49.01 - $68.55 $272K - $380K	5.55K $360K

Top Sells

Reduced Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-113K - 18.63%	$45.07 - $47.1 $5.09M - $5.32M	493K $22.3M
EUSB	-28.3K - 21.47%	$42.39 - $44.29 $1.2M - $1.26M	104K $4.4M
SUSC	-30K - 9.47%	$22.65 - $23.8 $679K - $713K	286K $6.51M
IEV	-517 - 0.42%	$52.03 - $57.63 $26.9K - $29.8K	122K $6.36M
BMY	-12.7K - 66.9%	$51.92 - $59.94 $659K - $761K	6.28K $355K
CDW	-1.66K - 27.51%	$171.49 - $225.64 $285K - $374K	4.37K $760K

Activity Summary All Purchases 123 New Holdings 28 Increased Positions 95 All Sells 101 Reductions 101 Sold out 0 Calls 0 Puts 0

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