Fidelity core divid etf shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Fidelity core divid etf
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Quarterly reported holdings in Fidelity core divid etf by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 326k | 50.65 |
| 2024-06-30 | $14M | 305k | 46.78 |
| 2024-03-31 | $24M | 523k | 45.31 |
| 2023-09-30 | $20M | 520k | 38.59 |
| 2023-06-30 | $9.0M | 226k | 39.74 |
| 2023-03-31 | $3.4M | 90k | 38.08 |
| 2022-12-31 | $2.8M | 74k | 37.30 |
| 2022-09-30 | $2.3M | 69k | 33.02 |
| 2022-06-30 | $2.4M | 66k | 35.94 |
| 2022-03-31 | $2.8M | 68k | 41.62 |
| 2021-12-31 | $2.9M | 73k | 40.30 |
| 2021-09-30 | $2.1M | 57k | 37.00 |
| 2021-06-30 | $1.7M | 45k | 37.70 |
| 2021-03-31 | $1.4M | 39k | 35.53 |
| 2020-12-31 | $910k | 28k | 32.09 |
| 2020-09-30 | $764k | 28k | 27.72 |
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