Fidelity low volity etf shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Fidelity low volity etf
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Quarterly reported holdings in Fidelity low volity etf by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 8.2k | 65.87 |
| 2025-06-30 | $512k | 8.2k | 62.80 |
| 2025-03-31 | $490k | 8.1k | 60.62 |
| 2024-12-31 | $488k | 8.1k | 60.59 |
| 2024-09-30 | $494k | 8.0k | 61.35 |
| 2024-06-30 | $464k | 8.1k | 57.04 |
| 2024-03-31 | $456k | 8.1k | 56.18 |
| 2023-09-30 | $382k | 7.9k | 48.63 |
| 2023-06-30 | $393k | 7.8k | 50.11 |
| 2023-03-31 | $372k | 7.8k | 47.49 |
| 2022-12-31 | $361k | 7.8k | 46.15 |
| 2022-09-30 | $328k | 7.8k | 41.99 |
| 2022-06-30 | $348k | 7.8k | 44.62 |
| 2022-03-31 | $389k | 7.8k | 49.94 |
| 2021-12-31 | $407k | 7.8k | 52.32 |
| 2021-09-30 | $369k | 7.8k | 47.49 |
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