Fidelity fund shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Fidelity fund
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Quarterly reported holdings in Fidelity fund by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 9.5k | 24.47 |
| 2025-06-30 | $220k | 9.4k | 23.29 |
| 2025-03-31 | $201k | 9.4k | 21.44 |
| 2024-12-31 | $272k | 14k | 19.50 |
| 2024-09-30 | $361k | 17k | 21.76 |
| 2024-06-30 | $250k | 12k | 20.31 |
| 2024-03-31 | $221k | 11k | 20.92 |
| 2020-09-30 | $256k | 16k | 15.78 |
| 2020-06-30 | $255k | 16k | 16.19 |
| 2020-03-31 | $163k | 11k | 14.91 |
| 2019-12-31 | $232k | 11k | 21.60 |
More positions owned by Soltis Investment Advisors
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