Caliber Wealth Management, LLC Fidelity Nasdaq Composite Inde Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$50.6 - $56.47 $42,200 - $47,095	-834 Closed	0 $0
Q4 2020 Jan 19, 2021	BUY	$42.41 - $50.19 $35,369 - $41,858	834 New	834 $418,000

Others Institutions Holding ONEQ

# of Institutions

314

Shares Held

15.8M

Call Options Held

1.3K

Put Options Held

500

Commonwealth Equity Services, LLC

1.12M
Shares

$80.8 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

939K
Shares

$67.5 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

764K
Shares

$54.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

561K
Shares

$40.3 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

526K
Shares

$37.8 Million
0.06% of portfolio

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
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