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Fidelity msci energy idx shares owned by Able Wealth Management

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $398k 17k 24.08
2024-06-30 $473k 19k 25.09
2024-03-31 $514k 20k 25.87
2023-12-31 $550k 24k 23.04

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
Yarbrough Capital
Kestra Advisory Services
Wells Fargo & Company
LPL Financial
Kestra Private Wealth Services
Cetera Investment Advisers
Financial Partners Group
Private Advisor
Kovitz Investment Group Partners

View all funds holding Fidelity msci energy idx