Number of Shares
608,702.00
Current Holdings Value*
$48.76 Mil
% of Portfolio
4.19%
Total Estimate Gain
$8.02 Mil
% of Total Estimate Gain
15.28%

Heck Capital Advisors, LLC's Fidelity Nasdaq Composite Tracking Stock Holding Summary

As of 2025-06-30, Heck Capital Advisors, LLC held 608,702.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $48.76 Mil. This investment constitutes 4.19% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.62% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.

The initial trade took place in 2023Q2. And since then Heck Capital Advisors, LLC has made 6 purchases of ONEQ, at an average price of $66.09, for a total of 794,206.00 shares. In addition, there have been 1 sales at an average price of $54.18 for 185,504.00 shares. Based on historical transaction data and ONEQ's current price of $82.90, Heck Capital Advisors, LLC's estimated gain on his ONEQ holdings is $8.02 Mil, reflecting a 15.28% gain to date.

Heck Capital Advisors, LLC ONEQ ($82.90) Holding Chart

Heck Capital Advisors, LLC ONEQ ($82.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1