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Fiserv shares owned by Ergawealth Advisors

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Ergawealth Advisors from 13F filings

Historical chart of Ergawealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Ergawealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Ergawealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 1.4k 179.65
2024-06-30 $205k 1.4k 149.04
2024-03-31 $220k 1.4k 159.82

More positions owned by Ergawealth Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Ergawealth Advisors

Top funds holding Fiserv

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Goldman Sachs Group

View all funds holding Fiserv