Pinnacle Private Wealth »

Fidelity Con Discret Etf shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle 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 Pinnacle Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2022-06-30 $440k 7.5k 58.95
2022-03-31 $592k 7.5k 79.10
2021-12-31 $885k 10k 88.29

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle 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
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