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Fidelity targeted emerg shares owned by Intergy Private Wealth

Quarter-by-quarter ownership of Fidelity targeted emerg (FDEM) shares owned by Intergy Private Wealth from 13F filings

Historical chart of Intergy Private Wealth investment in Fidelity targeted emerg

Tip: Access up to 7 years of quarterly data

All positions including Fidelity targeted emerg held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity targeted emerg by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 7.1k 30.88
2025-09-30 $214k 7.1k 30.08
2022-06-30 $683k 32k 21.62

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding Fidelity targeted emerg

Commonwealth Equity Services
McAdam
Salus Financial Advisors
MAI Wealth Advisors
Jane Street
Cetera Investment Advisers
Kestra Advisory Services
Archer Investment Management
Citadel Advisors
Smartleaf Asset Management
Sunbelt Securities
von Borstel & Associates
Wayfinding Financial
Advisor Group Holdings
Mml Investors Services

View all funds holding Fidelity targeted emerg