Ep Wealth Advisors, LLC Fidelity Nasdaq Composite Inde Transaction History

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,488 shares of ONEQ stock, worth $519,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,488
Previous 6,900 8.52%
Holding current value
$519,292
Previous $444,000 17.79%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
BUY
$60.18 - $70.42 $35,385 - $41,406
588 Added 8.52%
7,488 $523,000
Q1 2024

May 14, 2024
BUY
$57.2 - $64.68 $17,160 - $19,404
300 Added 4.55%
6,900 $444,000
Q4 2023

Feb 28, 2024
BUY
$49.61 - $59.51 $49,758 - $59,688
1,003 Added 17.92%
6,600 $390,000
Q3 2023

Nov 22, 2023
BUY
$51.42 - $56.43 $287,797 - $315,838
5,597 New
5,597 $290,000

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

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