Blue Zone Wealth Advisors, LLC Fidelity Nasdaq Composite Inde Transaction History

Blue Zone Wealth Advisors, LLC

$318 Million
Q4 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 38,620 shares of ONEQ stock, worth $2.7 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

38,620

Previous 39,935 3.29%

Holding current value

$2.7 Million

Previous $2.86 Million 2.73%

% of portfolio

0.92%

Previous 0.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$70.54 - $79.61 $92,760 - $104,687	-1,315 Reduced 3.29%	38,620 $2.94 Million
Q3 2024 Oct 07, 2024	SELL	$63.74 - $73.47 $94,972 - $109,470	-1,490 Reduced 3.6%	39,935 $2.86 Million
Q2 2024 Jul 12, 2024	SELL	$60.18 - $70.42 $73,720 - $86,264	-1,225 Reduced 2.87%	41,425 $2.9 Million
Q1 2024 Apr 17, 2024	SELL	$57.2 - $64.68 $28,314 - $32,016	-495 Reduced 1.15%	42,650 $2.75 Million
Q1 2023 Apr 20, 2023	SELL	$40.41 - $47.95 $446,530 - $529,847	-11,050 Reduced 20.39%	43,145 $2.07 Million
Q4 2022 Jan 27, 2023	SELL	$40.02 - $45.17 $146,473 - $165,322	-3,660 Reduced 6.33%	54,195 $0
Q3 2022 Oct 14, 2022	BUY	$41.44 - $51.43 $2.4 Million - $2.98 Million	57,855 New	57,855 $2.4 Million

Others Institutions Holding ONEQ

# of Institutions

363

Shares Held

17.3M

Call Options Held

3.8K

Put Options Held

1.2K

View Full List

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
Sector ETFs
Industry ETFs

More about ONEQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Account

Blue Zone Wealth Advisors, LLC Fidelity Nasdaq Composite Inde Transaction History