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Fidelity targeted emerg shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of Fidelity targeted emerg (FDEM) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in Fidelity targeted emerg

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity targeted emerg by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $399k 15k 27.05
2024-06-30 $391k 15k 25.60

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight Wealth Advisors

Top funds holding Fidelity targeted emerg

Commonwealth Equity Services
Sunbelt Securities
Merkkuri Wealth Advisors
Old Mission Capital
Advisor Group Holdings
Kestra Advisory Services
McAdam
Jane Street
Envestnet Asset Management
Cambridge Investment Research Advisors
New Insight Wealth Advisors
Farther Finance Advisors
Dentgroup
Jpmorgan Chase & Co
Mml Investors Services

View all funds holding Fidelity targeted emerg