Fidelity ltd trm bd etf shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Fidelity ltd trm bd etf (FLTB) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Fidelity ltd trm bd etf
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Quarterly reported holdings in Fidelity ltd trm bd etf by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 29k | 49.19 |
| 2023-12-31 | $1.4M | 29k | 49.19 |
| 2023-09-30 | $1.4M | 29k | 47.80 |
| 2023-06-30 | $1.4M | 30k | 48.01 |
| 2023-03-31 | $1.9M | 39k | 48.46 |
| 2022-12-31 | $1.8M | 39k | 47.97 |
| 2022-09-30 | $2.2M | 46k | 47.60 |
| 2022-06-30 | $2.1M | 44k | 48.69 |
| 2022-03-31 | $2.0M | 40k | 49.76 |
| 2021-12-31 | $2.1M | 40k | 51.79 |
| 2021-09-30 | $1.7M | 33k | 52.26 |
| 2021-06-30 | $1.6M | 31k | 52.36 |
| 2021-03-31 | $1.1M | 21k | 52.30 |
| 2020-12-31 | $794k | 15k | 52.87 |
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