Sutton Wealth Advisors Inc. Fidelity Nasdaq Composite Inde Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Nov 07, 2023	SELL	$49.11 - $61.67 $49 - $61	-1 Closed	0 $0
Q4 2021 Nov 07, 2023	BUY	$55.44 - $62.46 $55 - $62	1 New	1 $61,000

Others Institutions Holding ONEQ

# of Institutions

422

Shares Held

18.3M

Call Options Held

19.7K

Put Options Held

5.5K

Commonwealth Equity Services, LLC

1.41M
Shares

$127 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

1.1M
Shares

$99.6 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

667K
Shares

$60.4 Million
0.02% of portfolio
Wealthfront Advisers LLC

648K
Shares

$58.6 Million
0.14% of portfolio
Heck Capital Advisors, LLC Rhinelander, WI

616K
Shares

$55.7 Million
4.25% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

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