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Fidelity fund shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 6.2k 34.23
2025-06-30 $208k 7.1k 29.34

More positions owned by Asset Allocation Strategies

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Qqq Tr Unit Ser 1
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Global 100 Etf (IOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Summit Wealth Group Llc / Co
Braeburn Wealth Management
Inspire Advisors
Cetera Investment Advisers
Advisor Group Holdings
Jane Street
Envestnet Asset Management
Cadent Capital Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Great Valley Advisor Group
OmniStar Financial Group

View all funds holding Fidelity fund