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Fidelity low volity etf shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Fidelity low volity etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity low volity etf held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity low volity etf by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 193 66.75
2025-09-30 $13k 193 65.87
2025-06-30 $12k 193 62.80

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
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Spdr Series Trust State Street Spd (SPIB)
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Microsoft Corporation (MSFT)
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Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Wisdomtree Tr Us Midcap Divid (DON)
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Dimensional Etf Trust Short Duration F (DFSD)

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