Tci Wealth Advisors, Inc. Fidelity Nasdaq Composite Inde Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$40.41 - $47.95 $40 - $47	1 Added 0.08%	1,185 $56,000
Q3 2022 Nov 08, 2022	BUY	$41.44 - $51.43 $34,022 - $42,224	821 Added 226.17%	1,184 $49,000
Q1 2022 Apr 29, 2022	BUY	$49.11 - $61.67 $49 - $61	1 Added 0.28%	363 $20,000
Q4 2021 Jan 24, 2022	BUY	$55.44 - $62.46 $5,544 - $6,246	100 Added 38.17%	362 $22,000
Q3 2021 Oct 29, 2021	BUY	$55.43 - $59.79 $2,882 - $3,109	52 Added 24.76%	262 $15,000
Q2 2021 Aug 02, 2021	BUY	$50.6 - $56.47 $9,563 - $10,672	189 Added 900.0%	210 $12,000
Q1 2021 Apr 29, 2021	SELL	$48.97 - $54.58 $2,252 - $2,510	-46 Reduced 68.66%	21 $11,000
Q4 2020 Jan 21, 2021	BUY	$42.41 - $50.19 $2,756 - $3,262	65 Added 3250.0%	67 $34,000
Q1 2020 Apr 14, 2020	BUY	$26.62 - $38.25 $53 - $76	2 New	2 $1,000

Others Institutions Holding ONEQ

# of Institutions

315

Shares Held

15.7M

Call Options Held

1.3K

Put Options Held

500

Commonwealth Equity Services, LLC

1.12M
Shares

$84.2 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

939K
Shares

$70.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

764K
Shares

$57.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

561K
Shares

$42 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

526K
Shares

$39.4 Million
0.06% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

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