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Fidelity ltd trm bd etf shares owned by Primoris Wealth Advisors

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

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

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All positions including Fidelity ltd trm bd etf held by Primoris 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 Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $551k 11k 50.13

More positions owned by Primoris Wealth Advisors

Fidelity Covington Trust Msci Info Tech I (FTEC)
Lam Research Corp Com New (LRCX)
Advanced Micro Devices (AMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Micron Technology (MU)
Axogen (AXGN)
Amazon (AMZN)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Marvell Technology (MRVL)
Intel Corporation (INTC)
Fidelity Covington Trust Msci Utils Index (FUTY)

View all positions for Primoris Wealth Advisors

Top funds holding Fidelity ltd trm bd etf

Bank of America Corporation
UBS Group
Envestnet Asset Management
Commonwealth Equity Services
Morgan Stanley
LPL Financial
Holos Integrated Wealth
Royal Bank of Canada
Kestra Advisory Services
Regal Investment Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors
Salus Financial Advisors
Sanctuary Advisors
Merkkuri Wealth Advisors

View all funds holding Fidelity ltd trm bd etf