Fidelity Bond Etf shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Fidelity Bond Etf
Tip: Access up to 7 years of quarterly data
All positions including Fidelity Bond Etf held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity Bond Etf by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $351k | 7.7k | 45.32 |
| 2023-12-31 | $699k | 15k | 46.04 |
| 2023-09-30 | $654k | 15k | 43.57 |
| 2023-06-30 | $674k | 15k | 45.42 |
| 2023-03-31 | $681k | 15k | 46.00 |
| 2022-12-31 | $660k | 15k | 45.02 |
More positions owned by Heritage Wealth Management, Inc./Texas
View all positions for Heritage Wealth Management, Inc./Texas