TCG Advisory Services »

Fidelity fund shares owned by TCG Advisory Services

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by TCG Advisory Services from 13F filings

Historical chart of TCG Advisory Services investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $338k 17k 20.31
2024-03-31 $347k 17k 20.92

More positions owned by TCG Advisory Services

NVIDIA Corporation Put Option (NVDA)
Apple Put Option (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Intuitive Surgical Com New (ISRG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Value Etf (VTV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Exxon Mobil Corporation (XOM)

View all positions for TCG Advisory Services

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
Kestra Advisory Services
Advisor Group Holdings
BEAM Asset Management
Putnam Fl Investment Management
Concurrent Investment Advisors
Wealthtrust Axiom
Element Wealth
LPL Financial
City Center Advisors
Mml Investors Services
Dentgroup
TCG Advisory Services
Soltis Investment Advisors

View all funds holding Fidelity fund