Fidelity fund shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Fidelity fund
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Quarterly reported holdings in Fidelity fund by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 10k | 31.28 |
| 2021-09-30 | $18k | 776 | 23.20 |
| 2021-06-30 | $18k | 769 | 23.41 |
| 2021-03-31 | $17k | 762 | 22.31 |
| 2020-12-31 | $16k | 756 | 21.16 |