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Fidelity msci energy idx shares owned by Mission Wealth Management

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

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

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All positions including Fidelity msci energy idx held by Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 9.5k 24.08
2024-06-30 $233k 9.3k 25.09
2024-03-31 $207k 8.0k 25.87

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Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
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View all positions for Mission Wealth Management

Top funds holding Fidelity msci energy idx

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

View all funds holding Fidelity msci energy idx