One Wealth Management Investment & Advisory Services, LLC

Q1 2026 13F Holdings

Location
Boca Raton, FL
Holdings as of
3/31/2026
Value ($000)
$83,022
Num holdings
52
Date filed
7/13/2026
Form type
13F-HR
Prev filing
1/14/2026
Next filing
7/13/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type