55I LLC’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

55I LLC’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$905K	Buy	+21,846	New	+$1.02M	0.03%	281

Other funds holding ONEQ

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

55I LLC's ONEQ Position: Q3 2022 in Review

55I LLC opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2022: 21,846 shares worth $905K. The stake represents 0.03% of the portfolio and ranks #281 among its holdings.

192 funds tracked by Wall St. Rank hold ONEQ as of Q3 2022.

55I LLC held 21,846 shares of Fidelity Nasdaq Composite Index ETF worth $905K as of Q3 2022.
Fidelity Nasdaq Composite Index ETF was a new 55I LLC position in Q3 2022.
Fidelity Nasdaq Composite Index ETF made up 0.03% of 55I LLC's portfolio in Q3 2022, its #281 holding.
192 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.