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Fidelity core divid etf shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity core divid etf by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 4.2k 50.65

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Fidelity core divid etf

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

View all funds holding Fidelity core divid etf