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Fidelity ltd trm bd etf shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Fidelity ltd trm bd etf (FLTB) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Fidelity ltd trm bd etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity ltd trm bd etf held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity ltd trm bd etf by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9k 39 49.05
2023-09-30 $1.6k 32 51.03
2023-06-30 $1.6k 32 51.03

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Fidelity ltd trm bd etf

UBS Group
Commonwealth Equity Services
Jane Street
Advisor Group Holdings
Kestra Private Wealth Services
Bank of America Corporation
GSB Wealth Management
Vestmark Advisory Solutions
Levy Wealth Management Group
HoyleCohen
Islay Capital Management
WNY Asset Management
Mercer Global Advisors
Soltis Investment Advisors
Dynamic Advisors Solutions

View all funds holding Fidelity ltd trm bd etf