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Fidelity msci energy idx shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth 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 Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $506k 21k 24.08
2024-06-30 $464k 19k 25.09

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Top funds holding Fidelity msci energy idx

FMR
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
UBS Group
Cetera Investment Advisers
Cutler Capital Management
Goss Wealth Management

View all funds holding Fidelity msci energy idx