Fidelity low volity etf shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Fidelity low volity etf
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Quarterly reported holdings in Fidelity low volity etf by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 81k | 65.87 |
| 2025-06-30 | $4.9M | 78k | 62.80 |
| 2025-03-31 | $5.1M | 85k | 60.62 |
| 2024-12-31 | $5.2M | 85k | 60.59 |
| 2024-09-30 | $5.2M | 84k | 61.35 |
| 2024-06-30 | $4.7M | 83k | 57.04 |
| 2024-03-31 | $5.0M | 90k | 56.18 |
| 2023-09-30 | $4.2M | 86k | 48.63 |
| 2023-06-30 | $4.9M | 98k | 50.11 |
| 2023-03-31 | $4.7M | 99k | 47.48 |
| 2022-12-31 | $4.5M | 97k | 46.18 |
| 2022-09-30 | $3.4M | 80k | 41.99 |
| 2022-06-30 | $3.6M | 81k | 44.60 |
| 2022-03-31 | $4.0M | 81k | 50.00 |
| 2021-12-31 | $4.0M | 76k | 52.32 |
| 2021-09-30 | $3.4M | 72k | 47.52 |
| 2021-06-30 | $3.0M | 63k | 47.15 |
| 2021-03-31 | $3.1M | 71k | 43.86 |
| 2020-12-31 | $2.5M | 59k | 42.72 |
| 2020-09-30 | $5.4M | 135k | 39.56 |
| 2020-06-30 | $2.2M | 61k | 36.59 |