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Fidelity Con Discret Etf shares owned by CI Private Wealth

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Con Discret Etf by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 3.4k 88.44

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Microsoft Corporation (MSFT)
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Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

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