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Fidelity fund shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $287k 10k 27.61

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ab Active Etfs Emerging Mkts Op (EMOP)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Dynasty Wealth Management

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