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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