Pacific Capital Wealth Advisors, Inc Fidelity Nasdaq Composite Inde Transaction History

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 54,683 shares of ONEQ stock, worth $3.74 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
54,683
Previous 54,683 -0.0%
Holding current value
$3.74 Million
Previous $4.16 Million 10.39%
% of portfolio
0.65%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$70.54 - $79.61 $297,255 - $335,476
-4,214 Reduced 7.15%
54,683 $4.16 Million
Q2 2023

Aug 01, 2023
SELL
$46.32 - $54.1 $49,562 - $57,887
-1,070 Reduced 1.78%
58,897 $3.19 Million
Q1 2023

May 05, 2023
BUY
$40.41 - $47.95 $1.08 Million - $1.28 Million
26,715 Added 80.34%
59,967 $2.88 Million
Q4 2022

Feb 14, 2023
BUY
$40.02 - $45.17 $1.33 Million - $1.5 Million
33,252 New
33,252 $1.36 Million

Others Institutions Holding ONEQ

# of Institutions
363
Shares Held
18.1M
Call Options Held
3.8K
Put Options Held
1.2K
View Full List

About FIDELITY NASDAQ COMPOSITE INDE

ONEQ Quotes by TradingView
  • Ticker ONEQ
  • Sector ETFs
  • Industry ETFs
More about ONEQ
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