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Fidelity msci indl indx shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris 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 Primoris 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 Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $625k 7.6k 81.94
2025-06-30 $580k 7.5k 77.53
2025-03-31 $617k 9.0k 68.47
2024-12-31 $1.9M 27k 70.31

More positions owned by Primoris Wealth Advisors

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Lam Research Corp Com New (LRCX)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)

View all positions for Primoris Wealth Advisors

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