A detailed history of Annex Advisory Services, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,930 shares of ONEQ stock, worth $260,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,930
Previous 2,500 17.2%
Holding current value
$260,770
Previous $200,000 30.5%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
$79.52 - $89.63 $34,193 - $38,540
430 Added 17.2%
2,930 $261,000
Q2 2025

Jul 11, 2025

BUY
$60.22 - $80.1 $150,550 - $200,250
2,500 New
2,500 $200,000
Q4 2022

Jan 27, 2023

BUY
$40.02 - $45.17 $202,381 - $228,424
5,057 New
5,057 $207,000

Others Institutions Holding ONEQ

About FIDELITY NASDAQ COMPOSITE INDE


  • Ticker ONEQ
  • Sector ETFs
  • Industry ETFs
More about ONEQ
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.