Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Fidelity Nasdaq Composite Inde Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,327 shares of ONEQ stock, worth $474,103. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,327
Previous 4,327 23.11%
Holding current value
$474,103
Previous $294,000 44.9%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$60.22 - $80.1 $60,220 - $80,100
1,000 Added 23.11%
5,327 $426,000
Q1 2025

May 08, 2025
SELL
$68.07 - $78.99 $2,178 - $2,527
-32 Reduced 0.73%
4,327 $294,000
Q4 2024

Jan 21, 2025
BUY
$70.54 - $79.61 $634 - $716
9 Added 0.21%
4,359 $331,000
Q3 2024

Oct 31, 2024
BUY
$63.74 - $73.47 $446 - $514
7 Added 0.16%
4,350 $311,000
Q2 2024

Aug 09, 2024
BUY
$60.18 - $70.42 $421 - $492
7 Added 0.16%
4,343 $303,000
Q1 2024

May 06, 2024
BUY
$57.2 - $64.68 $514 - $582
9 Added 0.21%
4,336 $279,000
Q4 2023

Feb 06, 2024
BUY
$49.61 - $59.51 $396 - $476
8 Added 0.19%
4,327 $256,000
Q3 2023

Nov 02, 2023
BUY
$51.42 - $56.43 $411 - $451
8 Added 0.19%
4,319 $224,000
Q2 2023

Aug 11, 2023
BUY
$46.32 - $54.1 $324 - $378
7 Added 0.16%
4,311 $233,000
Q1 2023

May 09, 2023
BUY
$40.41 - $47.95 $173,924 - $206,376
4,304 New
4,304 $206,000

Others Institutions Holding ONEQ

# of Institutions
410
Shares Held
18.6M
Call Options Held
19.7K
Put Options Held
5.5K
View Full List

About FIDELITY NASDAQ COMPOSITE INDE

ONEQ Quotes by TradingView
  • Ticker ONEQ
  • Sector ETFs
  • Industry ETFs
More about ONEQ
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