Lji Wealth Management, LLC Fidelity Nasdaq Composite Inde Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Lji Wealth Management, LLC holds 318,797 shares of ONEQ stock, worth $24.6 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares

318,797

Previous 376,823 15.4%

Holding current value

$24.6 Million

Previous $27 Billion 10.13%

% of portfolio

4.78%

Previous 5.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$70.54 - $79.61 $4.09 Million - $4.62 Million	-58,026 Reduced 15.4%	318,797 $24.2 Billion
Q3 2024 Nov 06, 2024	BUY	$63.74 - $73.47 $595,522 - $686,430	9,343 Added 2.54%	376,823 $27 Billion
Q2 2024 Aug 12, 2024	BUY	$60.18 - $70.42 $543,906 - $636,455	9,038 Added 2.52%	367,480 $25.7 Billion
Q1 2024 May 15, 2024	BUY	$57.2 - $64.68 $198,140 - $224,051	3,464 Added 0.98%	358,442 $23.1 Billion
Q4 2023 Feb 13, 2024	SELL	$49.61 - $59.51 $94,953 - $113,902	-1,914 Reduced 0.54%	354,978 $21 Billion
Q3 2023 Feb 02, 2024	BUY	$51.42 - $56.43 $327,853 - $359,797	6,376 Added 1.82%	356,892 $18.6 Billion
Q2 2023 Feb 02, 2024	SELL	$46.32 - $54.1 $4,400 - $5,139	-95 Reduced 0.03%	350,516 $19 Billion
Q1 2023 Feb 02, 2024	BUY	$40.41 - $47.95 $765,405 - $908,220	18,941 Added 5.71%	350,611 $16.8 Billion
Q4 2022 Jan 02, 2024	BUY	$40.02 - $45.17 $13.3 Million - $15 Million	331,670 New	331,670 $13.6 Billion

Others Institutions Holding ONEQ

# of Institutions

338

Shares Held

15.2M

Call Options Held

9.4K

Put Options Held

2.7K

View Full List

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
Sector ETFs
Industry ETFs

More about ONEQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

Lji Wealth Management, LLC Fidelity Nasdaq Composite Inde Transaction History