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Fidelity msci indl indx shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 2.5k 82.48
2022-06-30 $0 10 0.00
2022-03-31 $1.0k 10 100.00
2021-09-30 $2.0k 33 60.61
2021-06-30 $19k 342 55.56

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Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Fidelity msci indl indx

Lido Advisors
AE Wealth Management
Northwestern Mutual Wealth Management Company
Agf Management
Commonwealth Equity Services
LPL Financial
Bellwether Advisors
Sanctuary Advisors
Mercer Global Advisors
Independence Financial Advisors
Full Sail Capital
Wells Fargo & Company
Kovitz Investment Group Partners
Lifeworks Advisors
Thrivent Financial for Lutherans

View all funds holding Fidelity msci indl indx