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Fidelity cmn shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Fidelity cmn (FCOM) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Fidelity cmn

Tip: Access up to 7 years of quarterly data

All positions including Fidelity cmn held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity cmn by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $387k 6.6k 58.70
2024-09-30 $2.5M 45k 55.08

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Fidelity cmn

Charles Schwab Investment Management
Lido Advisors
Northwestern Mutual Wealth Management Company
Agf Management
Commonwealth Equity Services
Full Sail Capital
Wells Fargo & Company
Q3 Asset Management
RWM Asset Management
HighTower Advisors
Stifel Financial
Goldman Sachs Group
Kestra Advisory Services
Envestnet Asset Management
Kovitz Investment Group Partners

View all funds holding Fidelity cmn