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Fidelity fund shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.7M 226k 34.23
2025-06-30 $6.8M 232k 29.34

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
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Advisor Group Holdings
Cetera Investment Advisers
Cadent Capital Advisors
Kestra Advisory Services
Great Valley Advisor Group
Jpmorgan Chase & Co
Jane Street
Envestnet Asset Management
OmniStar Financial Group
Evergreen Capital Management
Benjamin Edwards

View all funds holding Fidelity fund