Pacific Capital Wealth Advisors, Inc Fidelity Nasdaq Composite Inde Transaction History

Pacific Capital Wealth Advisors, Inc

$577 Million
Q3 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 53,391 shares of ONEQ stock, worth $4.81 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

53,391

Previous 54,683 2.36%

Holding current value

$4.81 Million

Previous $4.38 Million 8.63%

% of portfolio

0.82%

Previous 0.8%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$79.52 - $89.63 $102,739 - $115,801	-1,292 Reduced 2.36%	53,391 $4.76 Million
Q4 2024 Jan 22, 2025	SELL	$70.54 - $79.61 $297,255 - $335,476	-4,214 Reduced 7.15%	54,683 $4.16 Million
Q2 2023 Aug 01, 2023	SELL	$46.32 - $54.1 $49,562 - $57,887	-1,070 Reduced 1.78%	58,897 $3.19 Million
Q1 2023 May 05, 2023	BUY	$40.41 - $47.95 $1.08 Million - $1.28 Million	26,715 Added 80.34%	59,967 $2.88 Million
Q4 2022 Feb 14, 2023	BUY	$40.02 - $45.17 $1.33 Million - $1.5 Million	33,252 New	33,252 $1.36 Million

Others Institutions Holding ONEQ

# of Institutions

427

Shares Held

18.1M

Call Options Held

12.9K

Put Options Held

View Full List

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
Sector ETFs
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Pacific Capital Wealth Advisors, Inc Fidelity Nasdaq Composite Inde Transaction History