LJI Wealth Management, LLC ONEQ Holdings History
LJI Wealth Management, LLC's Fidelity Nasdaq Composite Tracking Stock Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 331,559.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $22.57 Mil. This investment constitutes 4.49% of their stock portfolio, and LJI Wealth Management, LLC now holds 0.34% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.
The initial trade took place in 2022Q4. And since then LJI Wealth Management, LLC has made 6 purchases of ONEQ, at an average price of $45.36, for a total of 391,594.00 shares. In addition, there have been 3 sales at an average price of $74.23 for 60,035.00 shares. Based on historical transaction data and ONEQ's current price of $82.28, LJI Wealth Management, LLC's estimated gain on his ONEQ holdings is $13.98 Mil, reflecting a 78.69% gain to date.
LJI Wealth Management, LLC ONEQ ($82.28) Holding Chart
LJI Wealth Management, LLC ONEQ ($82.28) 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 % | |||
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