One Wealth Management Investment & Advisory Services, LLC

Q4 2025 13F Holdings

Location
Boca Raton, FL
Holdings as of
12/31/2025
Value ($000)
$91,686
Num holdings
52
Date filed
1/14/2026
Form type
13F-HR
Prev filing
10/29/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type