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Fidelity momentum factr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Fidelity momentum factr (FDMO) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity momentum factr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity momentum factr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $964k 15k 66.14
2024-06-30 $704k 11k 63.72
2024-03-31 $374k 6.2k 60.36

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Specialized Funds Div App Etf (VIG)
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View all positions for Atria Wealth Solutions

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