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Fiserv shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $853k 4.2k 205.42
2024-09-30 $116k 646 179.65
2024-06-30 $96k 643 149.04
2024-03-31 $114k 715 159.82
2023-09-30 $79k 703 112.96
2023-06-30 $60k 473 126.15
2023-03-31 $22k 197 113.03

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
American Century U.s. Quality Growth Etf Etf (QGRO)
Microsoft Corp Stock (MSFT)
Capital Group Growth Etf Etf (CGGR)
First Trust Low Duration Opportunities Etf Etf (LMBS)

View all positions for WR Wealth Planners

Top funds holding Fiserv

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

View all funds holding Fiserv