Institute For Wealth Management, Llc. Fidelity Nasdaq Composite Inde Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,247 shares of ONEQ stock, worth $822,983. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,247
Previous 10,538 12.25%
Holding current value
$822,983
Previous $844,000 2.37%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$79.52 - $89.63 $102,660 - $115,712
-1,291 Reduced 12.25%
9,247 $824,000
Q1 2025

Apr 21, 2025
BUY
$68.07 - $78.99 $717,321 - $832,396
10,538 New
10,538 $717,000

Others Institutions Holding ONEQ

# of Institutions
413
Shares Held
18.7M
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email