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Fidelity low volity etf shares owned by Roxbury Financial

Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Fidelity low volity etf

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

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Quarterly reported holdings in Fidelity low volity etf by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $162k 2.5k 65.88
2025-06-30 $133k 2.1k 62.81
2025-03-31 $22k 357 62.55
2024-12-31 $11k 171 63.01

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Apple Stock (AAPL)
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International Business Machs Stock (IBM)
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View all positions for Roxbury Financial

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