A detailed history of Soa Wealth Advisors, Llc. transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,959 shares of ONEQ stock, worth $365,131. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,959
Previous 4,951 0.16%
Holding current value
$365,131
Previous $346,000 2.6%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 08, 2024

BUY
$63.74 - $73.47 $509 - $587
8 Added 0.16%
4,959 $355,000
Q2 2024

Jul 17, 2024

BUY
$60.18 - $70.42 $421 - $492
7 Added 0.14%
4,951 $346,000
Q1 2024

Apr 10, 2024

BUY
$57.2 - $64.68 $572 - $646
10 Added 0.2%
4,944 $318,000
Q4 2023

Jan 10, 2024

BUY
$49.61 - $59.51 $446 - $535
9 Added 0.18%
4,934 $292,000
Q3 2023

Oct 10, 2023

BUY
$51.42 - $56.43 $514 - $564
10 Added 0.2%
4,925 $256,000
Q2 2023

Jul 07, 2023

BUY
$46.32 - $54.1 $370 - $432
8 Added 0.16%
4,915 $265,000
Q1 2023

Apr 28, 2023

BUY
$40.41 - $47.95 $13,981 - $16,590
346 Added 7.59%
4,907 $235,000
Q4 2022

Jan 10, 2023

SELL
$40.02 - $45.17 $12,646 - $14,273
-316 Reduced 6.48%
4,561 $0
Q3 2022

Oct 07, 2022

BUY
$41.44 - $51.43 $31,701 - $39,343
765 Added 18.6%
4,877 $202,000
Q2 2022

Jul 13, 2022

BUY
$41.77 - $56.67 $35,045 - $47,546
839 Added 25.63%
4,112 $177,000
Q1 2022

Apr 07, 2022

BUY
$49.11 - $61.67 $160,737 - $201,845
3,273 New
3,273 $181,000

Others Institutions Holding ONEQ

About FIDELITY NASDAQ COMPOSITE INDE


  • Ticker ONEQ
  • Sector ETFs
  • Industry ETFs
More about ONEQ
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