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Fidelity msci energy idx shares owned by AA Financial Advisors

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by AA Financial Advisors from 13F filings

Historical chart of AA Financial Advisors investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $417k 18k 23.84
2024-09-30 $393k 16k 24.08
2024-06-30 $260k 10k 25.09
2024-03-31 $245k 9.5k 25.87

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for AA Financial Advisors

Top funds holding Fidelity msci energy idx

FMR
Lido Advisors
Commonwealth Equity Services
HighTower Advisors
Agf Management
Northwestern Mutual Wealth Management Company
LPL Financial
Yarbrough Capital
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Cutler Capital Management
Goss Wealth Management
Morgan Stanley
Bank of America Corporation

View all funds holding Fidelity msci energy idx