Number of Shares
6,899.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
6.59%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
86.06%

One Wealth Management Investment & Advisory Services, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 6,899.00 shares of Meta Platforms Inc(META), totaling $3.98 Mil. This investment constitutes 6.59% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 3 purchases of META, at an average price of $346.60, for a total of 9,692.00 shares. In addition, there have been 2 sales at an average price of $498.20 for 2,793.00 shares. Based on historical transaction data and META's current price of $704.28, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his META holdings is $2.89 Mil, reflecting a 86.06% gain to date.

One Wealth Management Investment & Advisory Services, LLC META ($704.28) Holding Chart

One Wealth Management Investment & Advisory Services, LLC META ($704.28) 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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