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Fidelity msci energy idx shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Amplius Wealth 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $274k 12k 22.44
2022-12-31 $285k 12k 23.84

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Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Bank of America Corporation
Wells Fargo & Company
HighTower Advisors
Yarbrough Capital
AE Wealth Management
Kestra Advisory Services
Jpmorgan Chase & Co
Advisor Group Holdings
UBS Group
Kestra Private Wealth Services
Financial Partners Group
Agf Management

View all funds holding Fidelity msci energy idx