ONE WEALTH CAPITAL MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationscottsdale, AZ
- CIK0002050308
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
109 | $197.13M | MSFT, IVV, IUSB, MUB | 13F-HR | Jan 7, 2025 | 000205030825000001 |