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Fidelity msci indl indx shares owned by KDK Private Wealth Management

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

Historical chart of KDK Private Wealth Management investment in Fidelity msci indl indx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci indl indx by KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 26k 81.94
2025-06-30 $2.1M 27k 77.53

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private Wealth Management

Top funds holding Fidelity msci indl indx

Lido Advisors
AE Wealth Management
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
LPL Financial
Morgan Stanley
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