Cary Street Partners Investment Advisory LLC Fidelity Nasdaq Composite Inde Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$46.32 - $54.1 $150,540 - $175,825	3,250 New	3,250 $175,000

Others Institutions Holding ONEQ

# of Institutions

360

Shares Held

17.3M

Call Options Held

9.4K

Put Options Held

2.7K

Commonwealth Equity Services, LLC

1.25M
Shares

$98.7 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$85.1 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

809K
Shares

$63.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

580K
Shares

$45.7 Million
0.0% of portfolio
Analyst Ims Investment Management Services Ltd.

504K
Shares

$39.7 Million
1.4% of portfolio

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