Cary Street Partners Investment Advisory LLC Fidelity Nasdaq Composite Inde Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$46.32 - $54.1 $150,540 - $175,825	3,250 New	3,250 $175,000

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

$88.9 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$69 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$61 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$43.6 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$43.1 Million
0.0% of portfolio

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