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Fidelity msci matls index shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Fidelity msci matls index (FMAT) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Fidelity msci matls index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci matls index held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci matls index by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $135k 2.5k 53.11
2025-09-30 $134k 2.5k 52.42
2025-06-30 $128k 2.6k 49.87
2025-03-31 $123k 2.6k 48.33
2024-12-31 $123k 2.5k 48.19

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Fidelity msci matls index

AE Wealth Management
Lido Advisors
Agf Management
Kovitz Investment Group Partners
Commonwealth Equity Services
Certified Advisory Corp
Advisor Group Holdings
Steward Partners Investment Advisory
LPL Financial
Goldman Sachs Group
Centerline Wealth Advisors
Susquehanna International
Lifeworks Advisors
Envestnet Asset Management
Peak Financial Management

View all funds holding Fidelity msci matls index