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Fidelity Money Market Premium cash and money funds shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Fidelity Money Market Premium cash and money funds (FZDXX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Fidelity Money Market Premium cash and money funds

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Money Market Premium cash and money funds held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Money Market Premium cash and money funds by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 2.0M 1.00
2023-06-30 $90k 90k 1.00
2023-03-31 $89k 89k 1.00
2022-12-31 $88k 88k 1.00
2022-09-30 $182k 182k 1.00
2022-06-30 $197k 197k 1.00
2022-03-31 $250k 250k 1.00
2021-12-31 $374k 374k 1.00
2021-09-30 $945k 946k 1.00
2021-06-30 $990k 991k 1.00
2021-03-31 $1.0M 1.0M 1.00

Top funds holding Fidelity Money Market Premium cash and money funds