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Fidelity fund shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 8.0k 26.55

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)

View all positions for Mariner Wealth Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services
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Jpmorgan Chase & Co
Cambridge Investment Research Advisors
HBK Sorce Advisory
Beirne Wealth Consulting Services
Envestnet Asset Management
Mml Investors Services
LPL Financial

View all funds holding Fidelity fund