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

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 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 58,897 shares of ONEQ stock, worth $4.41 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
58,897
Previous 58,897 -0.0%
Holding current value
$4.41 Million
Previous $4.12 Million 2.4%
% of portfolio
0.71%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
315
Shares Held
15M
Call Options Held
9.4K
Put Options Held
2.7K
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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email