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Fidelity core divid etf shares owned by Lakeshore Capital Group

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Lakeshore Capital Group from 13F filings

Historical chart of Lakeshore Capital Group investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Lakeshore Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Lakeshore Capital Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $276k 5.6k 49.60
2024-12-31 $278k 5.6k 49.94

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
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Ishares Tr Core High Dv Etf (HDV)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Alibaba Group Hldg Sponsored Ads (BABA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Coca-Cola Company (KO)

View all positions for Lakeshore Capital Group

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Morgan Stanley
LPL Financial
Retirement Planning Group
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
Independent Advisor Alliance
Childress Capital Advisors
Advisor Group Holdings
Cetera Investment Advisers
McIlrath & Eck
Cambridge Investment Research Advisors
Northwestern Mutual Wealth Management Company
Raymond James Financial

View all funds holding Fidelity core divid etf