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

Blue Zone Wealth Advisors, LLC

$273 Million
Q2 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 41,425 shares of ONEQ stock, worth $2.8 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

41,425

Previous 42,650 2.87%

Holding current value

$2.8 Million

Previous $2.75 Million 5.46%

% of portfolio

1.06%

Previous 1.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	57,855 New	57,855 $2.4 Million

Others Institutions Holding ONEQ

# of Institutions

306

Shares Held

16.5M

Call Options Held

1.3K

Put Options Held

500

View Full List

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
Sector ETFs
Industry ETFs

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