Clearstead Advisors, LLC Fidelity Nasdaq Composite Inde Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 11, 2021	SELL	$42.41 - $50.19 $10,517 - $12,447	-248 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$39.57 - $47.01 $9,813 - $11,658	248 New	248 $108,000

Others Institutions Holding ONEQ

# of Institutions

315

Shares Held

15.7M

Call Options Held

1.3K

Put Options Held

500

Commonwealth Equity Services, LLC

1.12M
Shares

$84.2 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

939K
Shares

$70.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

764K
Shares

$57.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

561K
Shares

$42 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

526K
Shares

$39.4 Million
0.06% of portfolio

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