Adams Wealth Management Fidelity Nasdaq Composite Inde Transaction History

Adams Wealth Management

$474 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	$26.62 - $38.25 $138,876 - $199,550	-5,217 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$30.63 - $35.13 $159,796 - $183,273	5,217 New	5,217 $1.82 Million

Others Institutions Holding ONEQ

# of Institutions

404

Shares Held

18.6M

Call Options Held

19.7K

Put Options Held

5.5K

Commonwealth Equity Services, LLC

1.42M
Shares

$124 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

1.1M
Shares

$96 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

667K
Shares

$58.2 Million
0.02% of portfolio
Wealthfront Advisers LLC

651K
Shares

$56.8 Million
0.14% of portfolio
Heck Capital Advisors, LLC Rhinelander, WI

609K
Shares

$53.1 Million
4.19% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

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