Serenus Wealth Advisors, LLC ONEQ Holdings History
Number of Shares
7,442.00
Current Holdings Value*
$506,600.00
% of Portfolio
0.08%
Total Estimate Gain
$56,931.30
% of Total Estimate Gain
10.25%
Serenus Wealth Advisors, LLC's Fidelity Nasdaq Composite Tracking Stock Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 7,442.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $506,600.00. This investment constitutes 0.08% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0.01% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.
The initial trade took place in 2025Q1. And since then Serenus Wealth Advisors, LLC has made 1 purchases of ONEQ, at an average price of $74.63, for a total of 7,442.00 shares. Based on historical transaction data and ONEQ's current price of $82.28, Serenus Wealth Advisors, LLC's estimated gain on his ONEQ holdings is $56,931.30, reflecting a 10.25% gain to date.
Serenus Wealth Advisors, LLC ONEQ ($82.28) Holding Chart
Serenus Wealth Advisors, 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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