Number of Shares
231,032.00
Current Holdings Value*
$15.73 Mil
% of Portfolio
3.88%
Total Estimate Gain
$7.33 Mil
% of Total Estimate Gain
36.27%

Madison Wealth Partners, Inc's Fidelity Nasdaq Composite Tracking Stock Holding Summary

As of 2025-03-31, Madison Wealth Partners, Inc held 231,032.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $15.73 Mil. This investment constitutes 3.88% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.22% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.

The initial trade took place in 2020Q4. And since then Madison Wealth Partners, Inc has made 12 purchases of ONEQ, at an average price of $51.18, for a total of 394,892.00 shares. In addition, there have been 6 sales at an average price of $53.89 for 163,860.00 shares. Based on historical transaction data and ONEQ's current price of $80.99, Madison Wealth Partners, Inc's estimated gain on his ONEQ holdings is $7.33 Mil, reflecting a 36.27% gain to date.

Madison Wealth Partners, Inc ONEQ ($80.99) Holding Chart

Madison Wealth Partners, Inc ONEQ ($80.99) 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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