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Baker Tilly Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Baker Tilly Wealth Management’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
2023
Q3 		– Sell
-10,000
Closed -$541K – 528
2023
Q2 		$541K Hold
10,000
– – 0.06% 317
2023
Q1 		$480K Buy
+10,000
New +$450K 0.05% 344

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LPL Financial
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Fidelity Investments
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HighTower Advisors
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Bank of America
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AIIMS
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DWA
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Ameriprise
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return