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Fidelity fund shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $57k 2.1k 27.84

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Fidelity Total Bond Etf (FBND)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Fidelity Limited Term Bond Etf (FLTB)
Legacy Ed Stock (LGCY)
Vanguard High Yield ETF Etf (VGHY)
Vanguard Mid Cap Etf (VO)
Fidelity Enhanced Small Cap Etf (FESM)
Schwab US Dividend Equity Etf (SCHD)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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