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Fidelity Con Discret Etf shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Con Discret Etf by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.2M 14k 84.51
2024-12-31 $1.4M 14k 97.46
2024-09-30 $1.3M 15k 88.44

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Merck & Co Stock (MRK)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)
International Business Machs Stock (IBM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Bdc Income Etf Etf (BIZD)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Blue Owl Capital Corporation Cef (OBDC)

View all positions for Transcend Wealth Collective

Top funds holding Fidelity Con Discret Etf

Lido Advisors
Charles Schwab Investment Management
AE Wealth Management
Richard Bernstein Advisors
Agf Management
Assetmark
Fischer Financial Services
LPL Financial
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
HighTower Advisors
Kestra Advisory Services
Fisher Investments

View all funds holding Fidelity Con Discret Etf