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Fidelity msci energy idx shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $396k 16k 24.91
2023-06-30 $329k 15k 22.16
2023-03-31 $368k 16k 22.44
2022-12-31 $391k 16k 23.84

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Bank of America Corporation
HighTower Advisors
Yarbrough Capital
Wells Fargo & Company
AE Wealth Management
Kestra Advisory Services
Jpmorgan Chase & Co
Advisor Group Holdings
UBS Group
Kestra Private Wealth Services
Financial Partners Group
Agf Management

View all funds holding Fidelity msci energy idx