Fidelity Con Discret Etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Fidelity Con Discret Etf
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Quarterly reported holdings in Fidelity Con Discret Etf by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $312k | 3.3k | 94.14 |
| 2025-03-31 | $1.1M | 12k | 84.55 |
| 2024-12-31 | $1.2M | 12k | 97.47 |
| 2024-03-31 | $234k | 2.8k | 82.48 |
| 2022-09-30 | $218k | 3.6k | 60.81 |
| 2022-03-31 | $245k | 3.1k | 79.31 |
| 2021-12-31 | $257k | 2.9k | 88.41 |
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