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Cassady Schiller Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Cassady Schiller 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
2024
Q4 		$25.9K Hold
340
– – 0.01% 260
2024
Q3 		$24.3K Hold
340
– – 0.01% 255
2024
Q2 		$23.8K Hold
340
– – 0.01% 254
2024
Q1 		$21.9K Hold
340
– – 0.01% 282
2023
Q4 		$20.1K Hold
340
– – 0.01% 277
2023
Q3 		$17.7K Hold
340
– – 0.01% 283
2023
Q2 		$18.4K Hold
340
– – 0.01% 285
2023
Q1 		$16.3K Hold
340
– – 0.01% 288
2022
Q4 		$13.9K Buy
+340
New +$14.5K 0.01% 297
2022
Q1 		– Sell
-340
Closed -$21K – 445
2021
Q4 		$21K Buy
+340
New +$20.4K 0.01% 270

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return