A. Montag and Associates »

Fidelity low volity etf shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Fidelity low volity etf

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All positions including Fidelity low volity etf held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity low volity etf by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 200 66.75

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Amazon (AMZN)
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NVIDIA Corporation (NVDA)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

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