Position in NDAQ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$174,034
-$48,887 QoQ
Shares Held
2,208
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#836
of 1,081 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Asset One Wealth Management LLC holds $416,353 across 2 Financial Data & Stock Exchanges names. NDAQ ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
629 | $242,319 | |
| 2 | NDAQ |
Nasdaq, Inc.
This page
|
2,208 | $174,034 |
All Filings in NDAQ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,034 | 2,208 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,921 | 2,626 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||