Fidelity Con Discret Etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity Con Discret Etf
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Quarterly reported holdings in Fidelity Con Discret Etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.9M | 20k | 94.07 |
| 2025-03-31 | $1.8M | 21k | 84.51 |
| 2024-12-31 | $2.1M | 22k | 97.46 |
| 2024-09-30 | $2.0M | 23k | 88.44 |
| 2024-06-30 | $2.1M | 26k | 81.01 |
| 2024-03-31 | $1.8M | 22k | 82.48 |
| 2023-12-31 | $1.8M | 23k | 78.94 |
| 2023-09-30 | $1.6M | 23k | 69.86 |
| 2023-06-30 | $1.7M | 800 | 2142.00 |
| 2023-03-31 | $78k | 156k | 0.50 |