Baker Tilly Wealth Management, LLC Fidelity Nasdaq Composite Inde Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$40.41 - $47.95 $404,099 - $479,500	10,000 New	10,000 $479,000

Others Institutions Holding ONEQ

# of Institutions

316

Shares Held

15M

Call Options Held

9.4K

Put Options Held

2.7K

Commonwealth Equity Services, LLC

1.12M
Shares

$85.3 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$66.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$58.5 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$41.8 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$41.4 Million
0.0% of portfolio

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