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Fiserv shares owned by Fft Wealth Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Fft Wealth Management from 13F filings

Historical chart of Fft Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Fft Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Fft Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 27k 179.65
2024-06-30 $3.9M 27k 149.04
2024-03-31 $4.2M 27k 159.82

More positions owned by Fft Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Akamai Technologies (AKAM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
TJX Companies (TJX)
Copart (CPRT)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Fft Wealth Management

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