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Fidelity Con Discret Etf shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Fidelity Con Discret Etf

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

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Quarterly reported holdings in Fidelity Con Discret Etf by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $630k 7.1k 88.46
2024-06-30 $490k 6.0k 81.02
2024-03-31 $536k 6.5k 82.50
2023-12-31 $448k 5.7k 78.96

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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
Apollon Wealth 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

View all funds holding Fidelity Con Discret Etf