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Fidelity Greenwood Street Tr shares owned by Elser Financial Planning

Quarter-by-quarter ownership of Fidelity Greenwood Street Tr (FHEQ) shares owned by Elser Financial Planning from 13F filings

Historical chart of Elser Financial Planning investment in Fidelity Greenwood Street Tr

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All positions including Fidelity Greenwood Street Tr held by Elser Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Greenwood Street Tr by Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $274k 9.5k 28.88
2024-12-31 $260k 9.5k 27.46

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View all positions for Elser Financial Planning

Top funds holding Fidelity Greenwood Street Tr

FMR
Envestnet Asset Management
Stifel Financial
Branch Banking & Trust Company
Commonwealth Equity Services
Sunbelt Securities
Anson Capital
Kestra Advisory Services
InTrack Investment Management
Wealth Quarterback
Demars Financial Group
Advisor Group Holdings
Grant Private Wealth Management
Peterson Wealth Advisors
CRA Financial Services

View all funds holding Fidelity Greenwood Street Tr