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Fidelity 500 Index Instl Premi shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Fidelity 500 Index Instl Premi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity 500 Index Instl Premi held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity 500 Index Instl Premi by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $398 18k 0.02
2023-09-30 $398 18k 0.02

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (QUAL)
Ishares Tr Uit Exchange Traded (EFG)
Tesla Common Stock (TSLA)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Microsoft Corp Common Stock (MSFT)
Heineken N V Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (HEINY)
Ishares Tr Uit Exchange Traded (MBB)
Amazon Common Stock (AMZN)
Global X Fds Uit Exchange Traded (SDIV)
Ishares Tr Uit Exchange Traded (IEFA)
Pimco Etf Tr Uit Exchange Traded (CORP)
Salesforce Common Stock (CRM)
Chipotle Mexican Grill Common Stock (CMG)
Spdr Index Shs Fds Uit Exchange Traded (SPDW)
Scotts Miracle-gro Common Stock (SMG)

View all positions for Financial Gravity Wealth

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Financial Gravity Wealth
Sippican Capital Adivsors
Fulton Bank, NA
Williams Jones Wealth Management
Texas Capital Banchares
Twin Capital Management
Ferguson Wellman Capital Management
Woodstock Corp
Carret Asset Management
Magnolia Capital Management
Coston, McIsaac & Partners
Neville Rodie & Shaw
Thomas Story & Son
Dumont & Blake Investment Advisors

View all funds holding Fidelity 500 Index Instl Premi