A detailed history of Personal Cfo Solutions, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,030 shares of ONEQ stock, worth $376,998. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,030
Previous 5,031 0.02%
Holding current value
$376,998
Previous $351,000 2.56%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$63.74 - $73.47 $63 - $73
-1 Reduced 0.02%
5,030 $360,000
Q2 2024

Aug 09, 2024

BUY
$60.18 - $70.42 $120 - $140
2 Added 0.04%
5,031 $351,000
Q4 2023

Feb 13, 2024

BUY
$49.61 - $59.51 $249,488 - $299,275
5,029 New
5,029 $297,000

Others Institutions Holding ONEQ

About FIDELITY NASDAQ COMPOSITE INDE


  • Ticker ONEQ
  • Sector ETFs
  • Industry ETFs
More about ONEQ
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.