Selective Wealth Management, Inc. Fidelity Nasdaq Composite Inde Transaction History

Selective Wealth Management, Inc.

  • $272 Million
  • Q2 2025

A detailed history of Selective Wealth Management, Inc. transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,174 shares of ONEQ stock, worth $276,899. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,174
Previous 3,284 3.35%
Holding current value
$276,899
Previous $223,000 13.9%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$60.22 - $80.1 $6,624 - $8,811
-110 Reduced 3.35%
3,174 $254,000
Q1 2025

Apr 14, 2025
BUY
$68.07 - $78.99 $68 - $78
1 Added 0.03%
3,284 $223,000
Q4 2024

Jan 15, 2025
BUY
$70.54 - $79.61 $141 - $159
2 Added 0.06%
3,283 $249,000
Q3 2024

Oct 09, 2024
BUY
$63.74 - $73.47 $63 - $73
1 Added 0.03%
3,281 $234,000
Q2 2024

Jul 10, 2024
SELL
$60.18 - $70.42 $10,832 - $12,675
-180 Reduced 5.2%
3,280 $229,000
Q1 2024

Apr 11, 2024
BUY
$57.2 - $64.68 $197,912 - $223,792
3,460 New
3,460 $222,000
Q4 2022

Jan 23, 2023
BUY
$40.02 - $45.17 $196,458 - $221,739
4,909 New
4,909 $0

Others Institutions Holding ONEQ

# of Institutions
404
Shares Held
18.6M
Call Options Held
19.7K
Put Options Held
5.5K
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 Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, 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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email