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WealthOne, LLC
Portfolio value
WealthOne, LLC portfolio value
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$247,634,062
is the total value of the holdings WealthOne, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$247,634,062
Q3 2023
$272,560,295
Q2 2023
$256,078,884
Q1 2023
$246,562,579
Q4 2022
$231,670,000
Q3 2022
$244,463,000
Q2 2022
$283,978,000
Q1 2022
$289,688,000
Q4 2021
$266,729,000
Q3 2021
$255,800,000
Q2 2021
$232,621,000
Q1 2021
$207,256,000
Q4 2020
$177,505,000
Q3 2020
$162,917,000
Q2 2020
$130,501,000
Q1 2020
$160,615,000
Q4 2019
$139,779,000
Q3 2019
$141,369,000
Q2 2019
$88,549,000
Q1 2019
$114,200,000
Q4 2018