A detailed history of Avantax Advisory Services, Inc. transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,934 shares of ONEQ stock, worth $411,522. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,934
Previous 5,685 4.38%
Holding current value
$411,522
Previous $366,000 13.11%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$60.18 - $70.42 $14,984 - $17,534
249 Added 4.38%
5,934 $414,000
Q1 2024

May 08, 2024

BUY
$57.2 - $64.68 $4,518 - $5,109
79 Added 1.41%
5,685 $366,000
Q4 2023

Feb 07, 2024

BUY
$49.61 - $59.51 $278,113 - $333,613
5,606 New
5,606 $332,000
Q2 2023

Aug 11, 2023

BUY
$46.32 - $54.1 $284,590 - $332,390
6,144 New
6,144 $332,000
Q2 2022

Aug 02, 2022

SELL
$41.77 - $56.67 $668,570 - $907,060
-16,006 Reduced 66.02%
8,238 $355,000
Q1 2022

Apr 27, 2022

SELL
$49.11 - $61.67 $2.18 Million - $2.73 Million
-44,292 Reduced 64.63%
24,244 $1.35 Million
Q4 2021

Jan 24, 2022

SELL
$55.44 - $62.46 $97,907 - $110,304
-1,766 Reduced 2.51%
68,536 $4.17 Million
Q3 2021

Oct 21, 2021

SELL
$55.43 - $59.79 $52,159 - $56,262
-941 Reduced 1.32%
70,302 $3.95 Million
Q2 2021

Jul 29, 2021

BUY
$50.6 - $56.47 $2.68 Million - $2.99 Million
52,911 Added 288.63%
71,243 $4.02 Million
Q1 2021

May 13, 2021

BUY
$48.97 - $54.58 $897,718 - $1 Million
18,332 New
18,332 $9.42 Million

Others Institutions Holding ONEQ

About FIDELITY NASDAQ COMPOSITE INDE


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

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.