Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ONE Advisory Partners LLC
  City: Overland Park
  State: KS
  Zip: 66210
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $203,520,000
  Total Value Change : $13,092,000
  Securities Held Change : 1
   
All Securities Held : 43
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 13
  Unchanged Positions : 2
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 45 Closed $0.00 $0 0 0% -5,934,000 -117,574 0    N/A
   (AOA)1 Year Chart         AOA iShares Trust 44 Closed $74.24 $0 0 0% -223,000 -3,229 0    Closed - End Fund - Debt
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 48 Closed $104.63 $0 0 0% -380,000 -3,605 0    Closed - End Fund - Debt
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 47 Closed $47.21 $0 0 0% -245,000 -5,122 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 46 Closed $54.95 $0 0 0% -252,000 -4,978 0    N/A

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results