Welch & Forbes LLC Fidelity Nasdaq Composite Inde Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$60.18 - $70.42 $176,808 - $206,893	2,938 New	2,938 $205,000

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

$88.9 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$69 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$61 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$43.6 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$43.1 Million
0.0% of portfolio

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