Fulcrum Equity Management Fidelity Nasdaq Composite Inde Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$39.57 - $47.01 $20,774 - $24,680	-525 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$28.57 - $39.43 $14,999 - $20,700	525 New	525 $205,000

Others Institutions Holding ONEQ

# of Institutions

315

Shares Held

15M

Call Options Held

9.4K

Put Options Held

2.7K

Commonwealth Equity Services, LLC

1.12M
Shares

$84.1 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$65.2 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$57.7 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$41.2 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$40.8 Million
0.0% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
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