Fidelity divid etf risi shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris 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 Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity divid etf risi by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $387k | 8.8k | 43.91 |
| 2023-09-30 | $387k | 9.7k | 39.77 |
| 2023-06-30 | $487k | 12k | 41.74 |
| 2023-03-31 | $581k | 14k | 40.66 |
| 2022-12-31 | $797k | 20k | 39.65 |
| 2022-09-30 | $895k | 25k | 36.13 |
| 2022-06-30 | $1.1M | 27k | 38.98 |
| 2022-03-31 | $1.2M | 28k | 43.84 |
| 2021-12-31 | $1.1M | 23k | 46.75 |