Fidelity fund shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Fidelity fund
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Quarterly reported holdings in Fidelity fund by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $159k | 6.6k | 24.21 |
| 2024-09-30 | $262k | 9.9k | 26.55 |
| 2024-06-30 | $217k | 8.6k | 25.17 |
| 2024-03-31 | $209k | 8.2k | 25.43 |
| 2023-12-31 | $179k | 7.5k | 23.95 |
| 2023-09-30 | $165k | 7.2k | 22.83 |
| 2023-06-30 | $155k | 6.6k | 23.29 |
| 2023-03-31 | $142k | 6.3k | 22.63 |
| 2022-12-31 | $121k | 5.8k | 21.01 |
| 2022-09-30 | $101k | 5.8k | 17.53 |
| 2022-06-30 | $125k | 6.2k | 20.27 |
| 2022-03-31 | $114k | 4.9k | 23.38 |
| 2021-12-31 | $100k | 4.1k | 24.36 |
| 2021-09-30 | $17k | 707 | 24.05 |