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Fidelity Comwlth Tr ndq cp idx trk shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity Comwlth Tr ndq cp idx trk (ONEQ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelity Comwlth Tr ndq cp idx trk

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Comwlth Tr ndq cp idx trk held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Comwlth Tr ndq cp idx trk by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 21k 59.24
2023-09-30 $890k 17k 51.99
2023-06-30 $819k 15k 54.08
2023-03-31 $13M 265k 47.95
2022-12-31 $605k 15k 40.97
2022-09-30 $363k 8.8k 41.41
2022-06-30 $630k 15k 43.16
2022-03-31 $618k 11k 55.56
2021-12-31 $575k 9.4k 60.85
2021-09-30 $539k 9.6k 56.22
2021-06-30 $637k 11k 56.34
2021-03-31 $587k 1.1k 513.11
2020-12-31 $565k 1.1k 501.78
2020-09-30 $418k 962 434.51
2020-06-30 $480k 1.2k 390.88
2020-03-31 $348k 1.2k 298.71
2019-12-31 $245k 701 349.50
2019-09-30 $563k 1.8k 313.82
2019-06-30 $768k 2.4k 314.75
2019-03-31 $656k 2.2k 302.58
2018-12-31 $515k 2.0k 259.71
2018-09-30 $696k 2.2k 315.50
2018-06-30 $603k 2.0k 294.87
2018-03-31 $624k 2.3k 276.72
2017-06-30 $130k 537 242.09
2017-03-31 $125k 537 232.77
2016-12-31 $137k 648 211.42
2016-09-30 $112k 537 208.57
2016-06-30 $104k 547 190.13
2016-03-31 $105k 547 191.96
2015-12-31 $108k 547 197.44
2015-09-30 $109k 600 181.67
2015-03-31 $3.0k 16 187.50

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Fisher Investments
Commonwealth Equity Services
Bank of America Corporation
HighTower Advisors
Analyst IMS Investment Management Services
Divergent Wealth Advisors
Atria Wealth Solutions
Kestra Advisory Services
Chas. P. Smith & Associates, PA, CPA's
UBS Group
Wealthfront Advisers
Advisor Group Holdings
AE Wealth Management
TCP Asset Management
David Kennon

View all funds holding Fidelity Comwlth Tr ndq cp idx trk