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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Fidelity Con Discret Etf

Charles Schwab Investment Management
Lido Advisors
AE Wealth Management
Monumental Financial Group
Commonwealth Equity Services
PFG Financial Advisors
Bank of America Corporation
Fisher Investments
RWM Asset Management
Agf Management
HighTower Advisors
Advisor Group Holdings
Atlas Capital Advisors
Stifel Financial
Creative Financial Designs

View all funds holding Fidelity Con Discret Etf