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Fiserv shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 75 132.84
2021-12-31 $18k 170 105.88
2021-09-30 $13k 120 108.33

More positions owned by Global Wealth Management Investment Advisory

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int Term Corp (VCIT)
Apple (AAPL)
Ishares Tr 0 5yr Invt Gr Cp (SLQD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Sp Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Global Wealth Management Investment Advisory

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Harris Associates L.P
Massachusetts Financial Services
Veritas Asset Management
Parnassus Investments
Norges Bank Investment Management
Jpmorgan Chase & Co
BlueSpruce Investments
Legal & General Group
ValueAct Holdings
Bank of New York Mellon
Ubs Global Asset Management Americas
Egerton Capital

View all funds holding Fiserv