One Wealth Capital Management, LLC Ishares S&P 100 ETF Transaction History
One Wealth Capital Management, LLC
- $223 Billion
- Q3 2025
A detailed history of One Wealth Capital Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 18,063 shares of OEF stock, worth $4.81 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
18,063
Previous 11,638
55.21%
Holding current value
$4.81 Million
Previous $3.54 Billion
69.74%
% of portfolio
2.7%
Previous 1.66%
Shares
4 transactions
Others Institutions Holding OEF
# of Institutions
1,090Shares Held
72.8MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio