Heritage Wealth Management, Inc./Texas »

Fidelity msci hlth care i shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in Fidelity msci hlth care i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci hlth care i held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci hlth care i by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 4.5k 69.77
2023-12-31 $289k 4.5k 64.69

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Largecap Divd (DLN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Heritage Wealth Management, Inc./Texas

Top funds holding Fidelity msci hlth care i

Charles Schwab Investment Management
Lido Advisors
Clal Insurance Enterprises Holdings
Commonwealth Equity Services
LPL Financial
Harbour Investments
Envestnet Asset Management
Morgan Stanley
Full Sail Capital
Adviser Investments
AE Wealth Management
Wells Fargo & Company
Advisor Group Holdings
McGlone Suttner Wealth Management
Agf Management

View all funds holding Fidelity msci hlth care i