Beacon Pointe Wealth Advisors »

Fidelity divid etf risi shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Fidelity divid etf risi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity divid etf risi held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity divid etf risi by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $339k 9.6k 35.24
2019-09-30 $310k 9.6k 32.22
2019-06-30 $308k 9.6k 32.02
2019-03-31 $248k 7.9k 31.51
2018-12-31 $226k 7.9k 28.72

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Fidelity divid etf risi

Ameritas Advisory Services
EP Wealth Advisors
Bank of America Corporation
Commonwealth Equity Services
Private Advisor
LPL Financial
Advisor Group Holdings
Morgan Stanley
Cambridge Investment Research Advisors
Geneva Partners
Goss Wealth Management
Susquehanna International
Sugar Maple Asset Management
Atria Wealth Solutions
Kestra Advisory Services

View all funds holding Fidelity divid etf risi