Kestra Private Wealth Services, LLC Fidelity Nasdaq Composite Inde Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 27,603 shares of ONEQ stock, worth $2.33 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,603
Previous 27,048 2.05%
Holding current value
$2.33 Million
Previous $1.84 Million 20.1%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$60.22 - $80.1 $33,422 - $44,455
555 Added 2.05%
27,603 $2.21 Million
Q1 2025

May 05, 2025
SELL
$68.07 - $78.99 $13,069 - $15,166
-192 Reduced 0.7%
27,048 $1.84 Million
Q4 2024

Jan 28, 2025
SELL
$70.54 - $79.61 $1.21 Million - $1.36 Million
-17,094 Reduced 38.56%
27,240 $2.07 Million
Q3 2024

Nov 13, 2024
BUY
$63.74 - $73.47 $736,260 - $848,651
11,551 Added 35.23%
44,334 $3.17 Million
Q2 2024

Aug 12, 2024
BUY
$60.18 - $70.42 $90,691 - $106,122
1,507 Added 4.82%
32,783 $2.29 Million
Q1 2024

May 02, 2024
SELL
$57.2 - $64.68 $62,290 - $70,436
-1,089 Reduced 3.36%
31,276 $2.01 Million
Q4 2023

Feb 05, 2024
BUY
$49.61 - $59.51 $127,795 - $153,297
2,576 Added 8.65%
32,365 $1.92 Million
Q3 2023

Nov 07, 2023
BUY
$51.42 - $56.43 $253,449 - $278,143
4,929 Added 19.83%
29,789 $1.55 Million
Q2 2023

Aug 08, 2023
BUY
$46.32 - $54.1 $834,547 - $974,719
18,017 Added 263.29%
24,860 $1.34 Million
Q1 2023

May 12, 2023
BUY
$40.41 - $47.95 $276,525 - $328,121
6,843 New
6,843 $328,000

Others Institutions Holding ONEQ

# of Institutions
403
Shares Held
18.4M
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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email