Taylor & Morgan Wealth Management, LLC Fidelity Nasdaq Composite Inde Transaction History

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,671 shares of ONEQ stock, worth $205,266. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,671
Previous 3,071 13.03%
Holding current value
$205,266
Previous $219,000 7.31%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$70.54 - $79.61 $28,216 - $31,844
-400 Reduced 13.03%
2,671 $203,000
Q2 2024

Jul 16, 2024
BUY
$60.18 - $70.42 $184,812 - $216,259
3,071 New
3,071 $214,000
Q4 2023

Jan 10, 2024
BUY
$49.61 - $59.51 $179,687 - $215,545
3,622 New
3,622 $214,000

Others Institutions Holding ONEQ

# of Institutions
363
Shares Held
17.3M
Call Options Held
3.8K
Put Options Held
1.2K
View Full List

About FIDELITY NASDAQ COMPOSITE INDE

ONEQ Quotes by TradingView
  • Ticker ONEQ
  • Sector ETFs
  • Industry ETFs
More about ONEQ
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