Soltis Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity fund by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
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

Microsoft Corporation (MSFT)
Merit Medical Systems (MMSI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Security Natl Finl Corp Cl A New (SNFCA)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ready Cap Corp Com reit (RC)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Soltis Investment Advisors

Top funds holding Fidelity fund

David Kennon
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
Concurrent Investment Advisors
BEAM Asset Management
Element Wealth
Wealthtrust Axiom
LPL Financial
Citadel Advisors
J.w. Cole Advisors
TCG Advisory Services
Steward Partners Investment Advisory
Sequent Asset Management
Envestnet Portfolio Solutions

View all funds holding Fidelity fund