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Fidelity msci indl indx shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Fidelity msci indl indx (FIDU) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Fidelity msci indl indx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci indl indx held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci indl indx by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $257k 4.2k 61.23
2023-09-30 $505k 9.3k 54.12
2023-06-30 $532k 9.3k 56.87
2023-03-31 $491k 9.3k 52.89
2022-12-31 $462k 9.1k 50.71

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Fidelity msci indl indx

Lido Advisors
AE Wealth Management
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Stifel Financial
Advisory Services Network
Bank of America Corporation
Traynor Capital Management
Agf Management
Wells Fargo & Company
Yoder Wealth Management
Atlas Capital Advisors
Goldman Sachs Group
VCI Wealth Management

View all funds holding Fidelity msci indl indx