Filing History
One Wealth Management Investment & Advisory Services, LLC
8 parsed filings · CIK 0002009427
- 13F HOLDINGS REPORTQ/E Dec 202552 pos · $91.7MSEC
- 13F HOLDINGS REPORTQ/E Sep 202550 pos · $86.1MSEC
- 13F HOLDINGS REPORTQ/E Jun 202548 pos · $77.6MSEC
- 13F HOLDINGS REPORTQ/E Mar 202547 pos · $60.4MSEC
- 13F HOLDINGS REPORTQ/E Dec 202447 pos · $63.1MSEC
- 13F HOLDINGS REPORTQ/E Sep 202445 pos · $57.0MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024138 pos · $251.3MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024146 pos · $244.3MSEC