Heritage Financial Services, LLC Fidelity Nasdaq Composite Inde Transaction History

Heritage Financial Services, LLC

$732 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$41.77 - $56.67 $62,655 - $85,005	1,500 New	1,500 $64,000

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

$84.3 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$65.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$57.8 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$41.3 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$40.9 Million
0.0% of portfolio

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