Rise Advisors, LLC Fidelity Nasdaq Composite Inde Transaction History

Rise Advisors, LLC

$207 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	BUY	$41.44 - $51.43 $41 - $51	1 Added 1.05%	96 $4,000
Q1 2022 Apr 22, 2022	BUY	$49.11 - $61.67 $4,665 - $5,858	95 New	95 $5,000

Others Institutions Holding ONEQ

# of Institutions

316

Shares Held

15M

Call Options Held

9.4K

Put Options Held

2.7K

Commonwealth Equity Services, LLC

1.12M
Shares

$84.6 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$65.6 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$58 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$41.5 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$41.1 Million
0.0% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
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