One-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
281
Total Value
669918750
Accession Number
0001951757-25-000517
Form Type
13F-HR
Manager Name
One-Wealth-Advisors
Data Enrichment
78% identified
219 identified62 unidentified

Holdings

281 positions • $669.9M total value
Manager:
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Page 15 of 15
HERITAGE COMMERCE CORP
Shares:10.0K
Value:$95.6K
% of Portfolio:0.0% ($95.6K/$669.9M)