Pacific Capital Wealth Advisors, Inc Fidelity Nasdaq Composite Inde Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
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 $3.73 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
54,683
Previous 58,897
7.15%
Holding current value
$3.73 Million
Previous $4.22 Million
1.38%
% of portfolio
0.7%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding ONEQ
# of Institutions
363Shares Held
18MCall Options Held
3.8KPut Options Held
1.2K-
Commonwealth Equity Services, LLC1.25MShares$85.3 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$73.6 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa809KShares$55.2 Million0.02% of portfolio
-
Wealthfront Advisers LLC632KShares$43.1 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC580KShares$39.6 Million0.0% of portfolio