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Fidelity fund shares owned by TCG Advisory Services

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by TCG Advisory Services from 13F filings

Historical chart of TCG Advisory Services investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by TCG Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 17k 20.92

More positions owned by TCG Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon Call Option (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Intuitive Surgical Com New (ISRG)
JPMorgan Chase & Co. Call Option (JPM)
IDEXX Laboratories (IDXX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)

View all positions for TCG Advisory Services

Top funds holding Fidelity fund

David Kennon
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
Concurrent Investment Advisors
BEAM Asset Management
Element Wealth
Wealthtrust Axiom
LPL Financial
Citadel Advisors
J.w. Cole Advisors
TCG Advisory Services
Steward Partners Investment Advisory
Sequent Asset Management
Envestnet Portfolio Solutions

View all funds holding Fidelity fund