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Fidelity msci energy idx shares owned by ValMark Advisers

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $390k 17k 23.04
2023-09-30 $414k 17k 24.91
2023-06-30 $353k 16k 22.16
2023-03-31 $258k 12k 22.44

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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
Kestra Private Wealth Services
UBS Group
Financial Partners Group
Agf Management

View all funds holding Fidelity msci energy idx