Atlas Private Wealth Management Fidelity Nasdaq Composite Inde Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 27, 2021	SELL	$42.41 - $50.19 $1,696 - $2,007	-40 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$39.57 - $47.01 $1,582 - $1,880	40 New	40 $17,000

Others Institutions Holding ONEQ

# of Institutions

306

Shares Held

16.5M

Call Options Held

1.3K

Put Options Held

500

Commonwealth Equity Services, LLC

1.28M
Shares

$89 Million
0.14% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

939K
Shares

$65.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

764K
Shares

$53 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

561K
Shares

$38.9 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

526K
Shares

$36.4 Million
0.06% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
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