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Fidelity Con Discret Etf shares owned by Atria Investments

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Fidelity Con Discret Etf

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All positions including Fidelity Con Discret Etf held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Con Discret Etf by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $940k 11k 88.44
2019-12-31 $889k 18k 48.24
2019-09-30 $863k 19k 45.75
2019-06-30 $844k 19k 44.34

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Fidelity Con Discret Etf

Bank of America Corporation
Lido Advisors
Charles Schwab Investment Management
Richard Bernstein Advisors
AE Wealth Management
Agf Management
Envestnet Asset Management
Monumental Financial Group
Thrivent Financial for Lutherans
Advisor Group Holdings
Commonwealth Equity Services
Kovitz Investment Group Partners
Fisher Investments
LPL Financial
Creative Financial Designs

View all funds holding Fidelity Con Discret Etf