Ep Wealth Advisors, LLC Fidelity Nasdaq Composite Inde Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 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 7,705 shares of ONEQ stock, worth $527,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,705

Previous 7,139 7.93%

Holding current value

$527,022

Previous $511,000 14.68%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$70.54 - $79.61 $39,925 - $45,059	566 Added 7.93%	7,705 $586,000
Q3 2024 Nov 14, 2024	SELL	$63.74 - $73.47 $22,245 - $25,641	-349 Reduced 4.66%	7,139 $511,000
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

363

Shares Held

18.1M

Call Options Held

3.8K

Put Options Held

1.2K

View Full List

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
Sector ETFs
Industry ETFs

More about ONEQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Fidelity Nasdaq Composite Inde Transaction History