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Fidelity Con Discret Etf shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Fidelity Con Discret Etf

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

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Quarterly reported holdings in Fidelity Con Discret Etf by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $512k 5.3k 97.47
2024-09-30 $483k 5.5k 88.44
2024-03-31 $592k 7.2k 82.48

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Applovin Corp Com Cl A (APP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Robertson Stephens Wealth Management

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