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Fidelity fund shares owned by Ball & Co Wealth Management

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Ball & Co Wealth Management from 13F filings

Historical chart of Ball & Co Wealth Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Ball & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $361k 14k 25.86
2025-09-30 $338k 14k 24.42

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Eafe Value Etf (EFV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alps Etf Tr Alerian Mlp (AMLP)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Russell 2000 Etf (IWM)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

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