Atria Wealth Solutions, Inc. Fidelity Nasdaq Composite Inde Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 51,694 shares of ONEQ stock, worth $3.97 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

51,694

Previous 356,056 85.48%

Holding current value

$3.97 Million

Previous $25.5 Million 84.58%

% of portfolio

0.04%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$70.54 - $79.61 $21.5 Million - $24.2 Million	-304,362 Reduced 85.48%	51,694 $3.93 Million
Q3 2024 Nov 08, 2024	SELL	$63.74 - $73.47 $209,513 - $241,495	-3,287 Reduced 0.91%	356,056 $25.5 Million
Q2 2024 Jul 22, 2024	SELL	$60.18 - $70.42 $44,834 - $52,462	-745 Reduced 0.21%	359,343 $25.1 Million
Q1 2024 May 13, 2024	SELL	$57.2 - $64.68 $1.65 Million - $1.86 Million	-28,813 Reduced 7.41%	360,088 $23.2 Million
Q4 2023 Feb 02, 2024	BUY	$49.61 - $59.51 $799,167 - $958,646	16,109 Added 4.32%	388,901 $23 Million
Q3 2023 Nov 08, 2023	BUY	$51.42 - $56.43 $337,623 - $370,519	6,566 Added 1.79%	372,792 $19.4 Million
Q2 2023 Aug 03, 2023	BUY	$46.32 - $54.1 $153,365 - $179,125	3,311 Added 0.91%	366,226 $19.8 Million
Q1 2023 Aug 22, 2023	SELL	$40.41 - $47.95 $367,407 - $435,961	-9,092 Reduced 2.48%	357,134 $17.1 Million
Q1 2023 Jun 14, 2023	BUY	$40.41 - $47.95 $233,610 - $277,198	5,781 Added 1.62%	362,915 $17.4 Million
Q1 2023 May 10, 2023	SELL	$40.41 - $47.95 $233,610 - $277,198	-5,781 Reduced 1.59%	357,134 $17.1 Million
Q4 2022 Aug 30, 2023	SELL	$40.02 - $45.17 $132,506 - $149,557	-3,311 Reduced 0.9%	362,915 $14.9 Million
Q4 2022 Feb 13, 2023	BUY	$40.02 - $45.17 $827,373 - $933,844	20,674 Added 6.04%	362,915 $14.9 Million
Q3 2022 Feb 13, 2023	BUY	$41.44 - $51.43 $233,182 - $289,396	5,627 Added 1.67%	342,241 $0
Q3 2022 Nov 14, 2022	SELL	$41.44 - $51.43 $60,875 - $75,550	-1,469 Reduced 0.43%	336,614 $14.6 Million
Q2 2022 Aug 15, 2022	BUY	$41.77 - $56.67 $530,980 - $720,389	12,712 Added 3.91%	338,083 $14.6 Million
Q1 2022 May 16, 2022	BUY	$49.11 - $61.67 $16 Million - $20.1 Million	325,371 New	325,371 $18.1 Million

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

Ticker ONEQ
Sector ETFs
Industry ETFs

More about ONEQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Fidelity Nasdaq Composite Inde Transaction History