Selective Wealth Management, Inc. Fidelity Nasdaq Composite Inde Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Fidelity Nasdaq Composite Inde stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,283 shares of ONEQ stock, worth $223,802. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,283

Previous 3,281 0.06%

Holding current value

$223,802

Previous $234,000 6.41%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$70.54 - $79.61 $141 - $159	2 Added 0.06%	3,283 $249,000
Q3 2024 Oct 09, 2024	BUY	$63.74 - $73.47 $63 - $73	1 Added 0.03%	3,281 $234,000
Q2 2024 Jul 10, 2024	SELL	$60.18 - $70.42 $10,832 - $12,675	-180 Reduced 5.2%	3,280 $229,000
Q1 2024 Apr 11, 2024	BUY	$57.2 - $64.68 $197,912 - $223,792	3,460 New	3,460 $222,000
Q4 2022 Jan 23, 2023	BUY	$40.02 - $45.17 $196,458 - $221,739	4,909 New	4,909 $0

Others Institutions Holding ONEQ

# of Institutions

363

Shares Held

18M

Call Options Held

3.8K

Put Options Held

1.2K

View Full List

About FIDELITY NASDAQ COMPOSITE INDE

Ticker ONEQ
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Selective Wealth Management, Inc. Fidelity Nasdaq Composite Inde Transaction History