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Fidelity core divid etf shares owned by TruWealth Advisors

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

Historical chart of TruWealth 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 TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $265k 5.9k 45.31

More positions owned by TruWealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for TruWealth Advisors

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Childress Capital Advisors
Wells Fargo & Company
Kestra Advisory Services
McIlrath & Eck
Jpmorgan Chase & Co
Jane Street
Mascoma Wealth Management
Lakeridge Wealth Management
Cambridge Investment Research Advisors
Arden Trust
Raymond James Financial Services Advisors
Lincoln National

View all funds holding Fidelity core divid etf