NFP Retirement, Inc. ONEQ Holdings History

Number of Shares
456,696.00
Current Holdings Value*
$31.09 Mil
% of Portfolio
2.46%
Total Estimate Gain
$8.15 Mil
% of Total Estimate Gain
28.52%

NFP Retirement, Inc.'s Fidelity Nasdaq Composite Tracking Stock Holding Summary

As of 2025-03-31, NFP Retirement, Inc. held 456,696.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $31.09 Mil. This investment constitutes 2.46% of their stock portfolio, and NFP Retirement, Inc. now holds 0.47% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.

The initial trade took place in 2024Q1. And since then NFP Retirement, Inc. has made 2 purchases of ONEQ, at an average price of $61.95, for a total of 461,207.00 shares. In addition, there have been 3 sales at an average price of $69.05 for 4,511.00 shares. Based on historical transaction data and ONEQ's current price of $79.72, NFP Retirement, Inc.'s estimated gain on his ONEQ holdings is $8.15 Mil, reflecting a 28.52% gain to date.

NFP Retirement, Inc. ONEQ ($79.72) Holding Chart

NFP Retirement, Inc. ONEQ ($79.72) 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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