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Fidelity 500 Index Instl Premi shares owned by Livelsberger Financial Advisory

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

Historical chart of Livelsberger Financial Advisory 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 Livelsberger Financial Advisory 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 Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6k 10 159.30

More positions owned by Livelsberger Financial Advisory

T. Rowe Price Health Sciences Mfa (PRHSX)
Harbor Capital Appreciation Inv Mfa (HCAIX)
Oakmark Investor Mfa (OAKMX)
Franklin Income A1 MFF (FKINX)
Eaton Vance Income Fund Of Boston A MFF (EVIBX)
T. Rowe Price Capital Appreciation Mfa (PRWCX)
Rydex Biotechnology A MPL (RYBOX)
Cohen & Steers Realty Shares L Mfa (CSRSX)
Schwab Value Advantage Money Inv MMN (SWVXX)
Eaton Vance National Municipal Income A MFF (EANAX)
Selected American Shares S Mfa (SLASX)
Invesco Value Municipal Cem (IIM)
Rydex Basic Materials A MPL (RYBMX)
Blackrock Municipal Inco Cem (BFK)
Rydex Transportation A MPL (RYTSX)

View all positions for Livelsberger Financial Advisory

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