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Fidelity Comwlth Tr ndq cp idx trk shares owned by jvl associates

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

Historical chart of jvl associates investment in Fidelity Comwlth Tr ndq cp idx trk

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All positions including Fidelity Comwlth Tr ndq cp idx trk held by jvl associates 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 jvl associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 121k 64.40
2023-12-31 $7.2M 121k 59.24
2023-09-30 $6.5M 125k 51.99
2023-06-30 $6.9M 128k 54.08
2023-03-31 $6.0M 125k 47.95
2022-12-31 $5.1M 124k 40.97
2022-09-30 $697k 17k 41.42

More positions owned by jvl associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Mercantile Bank (MBWM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for jvl associates

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Fisher Investments
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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