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Fiserv shares owned by Power Wealth Management

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

Historical chart of Power Wealth Management investment in Fiserv

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

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Quarterly reported holdings in Fiserv by Power Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 1.7k 179.65
2024-03-31 $279k 1.7k 159.82
2023-12-31 $330k 2.5k 132.84

More positions owned by Power Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Microsoft Corporation (MSFT)

View all positions for Power Wealth Management

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
FMR
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Parnassus Investments
Northern Trust

View all funds holding Fiserv