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Fidelity msci indl indx shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Fidelity msci indl indx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci indl indx by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $316k 3.9k 81.95
2025-06-30 $353k 4.6k 77.53
2025-03-31 $256k 3.7k 68.47
2024-12-31 $234k 3.3k 70.30
2024-09-30 $211k 2.9k 72.17

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Fidelity msci indl indx

Lido Advisors
AE Wealth Management
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
LPL Financial
Sanctuary Advisors
Mercer Global Advisors
Agf Management
Kovitz Investment Group Partners
Full Sail Capital
Independence Financial Advisors
Wells Fargo & Company
Goss Wealth Management
Royal Bank of Canada
Ameriprise Financial

View all funds holding Fidelity msci indl indx