Seven Bridge Financial Group, LLC Fidelity Nasdaq Composite Inde Transaction History

Seven Bridge Financial Group, LLC

$552 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 09, 2019	SELL	$31.19 - $32.26 $6,238 - $6,452	-200 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	200	200 $48,000

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

$86.8 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$67.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$59.5 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$42.6 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$42.1 Million
0.0% of portfolio

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