Defined Wealth Management, LLC Fidelity Nasdaq Composite Inde Transaction History
Defined Wealth Management, LLC
- $165 Million
- Q3 2025
A detailed history of Defined Wealth Management, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Defined Wealth Management, LLC holds 21,522 shares of ONEQ stock, worth $1.94 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
21,522
Previous 21,684
0.75%
Holding current value
$1.94 Million
Previous $1.74 Million
8.12%
% of portfolio
1.14%
Previous 1.12%
Shares
11 transactions
Others Institutions Holding ONEQ
# of Institutions
425Shares Held
18.1MCall Options Held
12.9KPut Options Held
5K-
Commonwealth Equity Services, LLC1.41MShares$127 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$100 Million0.03% of portfolio
-
Nfp Retirement, Inc. Aliso Viejo, CA908KShares$81.8 Million3.53% of portfolio
-
Wealthfront Advisers LLC648KShares$58.3 Million0.14% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa630KShares$56.7 Million0.02% of portfolio