Number of Shares
52,527.00
Current Holdings Value*
$5.69 Mil
% of Portfolio
9.43%
Total Estimate Gain
$7.76 Mil
% of Total Estimate Gain
178.47%

One Wealth Management Investment & Advisory Services, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 52,527.00 shares of NVIDIA Corp(NVDA), totaling $5.69 Mil. This investment constitutes 9.43% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 2 purchases of NVDA, at an average price of $50.29, for a total of 86,451.00 shares. In addition, there have been 3 sales at an average price of $89.95 for 33,924.00 shares. Based on historical transaction data and NVDA's current price of $172.41, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his NVDA holdings is $7.76 Mil, reflecting a 178.47% gain to date.

One Wealth Management Investment & Advisory Services, LLC NVDA ($172.41) Holding Chart

One Wealth Management Investment & Advisory Services, LLC NVDA ($172.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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