Kelly Financial Services LLC Fidelity Nasdaq Composite Inde Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$60.18 - $70.42 $842 - $985	-14 Reduced 7.78%	166 $11,000
Q1 2024 Jul 17, 2024	BUY	$57.2 - $64.68 $10,296 - $11,642	180 New	180 $11,000

Others Institutions Holding ONEQ

# of Institutions

316

Shares Held

15.7M

Call Options Held

1.3K

Put Options Held

500

Commonwealth Equity Services, LLC

1.12M
Shares

$85.5 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

939K
Shares

$71.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$58.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

561K
Shares

$42.6 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

526K
Shares

$40 Million
0.06% of portfolio

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