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Fidelity msci energy idx shares owned by Yoder Wealth Management

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

Historical chart of Yoder 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 Yoder 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 Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 86k 25.87
2023-12-31 $1.7M 73k 23.04
2023-09-30 $1.8M 71k 24.91
2023-06-30 $1.6M 71k 22.16
2023-03-31 $1.6M 70k 22.44

More positions owned by Yoder Wealth Management

Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Airbnb Com Cl A (ABNB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Block Cl A (SQ)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Yoder Wealth Management

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