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Fidelity divid etf risi shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Fidelity divid etf risi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity divid etf risi 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 divid etf risi by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $16k 266 61.02

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr State Street Bla (HYBL)
Ishares Tr Trust Ishare 0-1 (SHV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)

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