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Fidelity msci hlth care i shares owned by Sontag Advisory

Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Fidelity msci hlth care i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci hlth care i held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci hlth care i by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $531k 7.3k 72.80
2024-06-30 $500k 7.3k 68.60

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Fidelity msci hlth care i

Lido Advisors
Charles Schwab Investment Management
Commonwealth Equity Services
Agf Management
Morgan Stanley
LPL Financial
Clal Insurance Enterprises Holdings
Envestnet Asset Management
Adviser Investments
Full Sail Capital
Wells Fargo & Company
Weatherly Asset Management
Kestra Advisory Services
McGlone Suttner Wealth Management
Cetera Investment Advisers

View all funds holding Fidelity msci hlth care i