One Wealth Management Investment & Advisory Services, LLC New Holdings in Q2 2024

One Wealth Management Investment & Advisory Services, LLC

  • $251 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
959
New
$446.0 - $554.83 $428K - $532K
959 $462M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.05K
New
$31.14 - $34.36 $251K - $277K
8.05K $270M
BA
Boeing CO

Industrials
1.45K
New
$164.33 - $191.42 $238K - $277K
1.45K $263M
ORCL
Oracle Corp

Technology
1.84K
New
$113.75 - $144.64 $209K - $266K
1.84K $259M
WMB
Williams Companies, Inc.

Energy
4.86K
New
$37.58 - $43.11 $183K - $210K
4.86K $207M
PM
Philip Morris International Inc.

Consumer Defensive
2K
New
$88.6 - $104.24 $177K - $208K
2K $202M
Nrx Pharmaceuticals Inc
15K
New
N/A
15K $36.7M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 1
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