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Fidelity vlu factor etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 62k 57.05
2023-12-31 $3.5M 64k 53.72
2023-09-30 $2.9M 61k 47.85
2023-06-30 $2.4M 50k 49.10
2023-03-31 $2.5M 54k 45.76
2022-12-31 $1.1M 25k 43.85