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Fidelity fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7k 167 34.34

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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