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Fidelity fund shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth Partners investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 6.4k 38.52

More positions owned by ShoreHaven Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Blackrock Etf Trust Isha I In Te Etf (BAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Series Trust ST STR SP1500VT (VLU)
Blackrock Etf Trust Isha Us Them Etf (THRO)
Blackrock Etf Trust Isha Syst Al Etf (IALT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr U S Equity Factr (LRGF)

View all positions for ShoreHaven Wealth Partners

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