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 $4.06 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

54,683

Previous 58,897 7.15%

Holding current value

$4.06 Million

Previous $4.22 Million 1.38%

% of portfolio

0.7%

Previous 0.71%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

17.3M

Call Options Held

3.8K

Put Options Held

1.2K

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 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.

Account

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