Fidelity msci finls idx shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Fidelity msci finls idx
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Quarterly reported holdings in Fidelity msci finls idx by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 318k | 63.86 |
| 2024-03-31 | $19M | 312k | 59.40 |
| 2023-12-31 | $16M | 307k | 53.55 |
| 2023-09-30 | $15M | 312k | 46.56 |
| 2023-06-30 | $15M | 315k | 47.07 |
| 2023-03-31 | $15M | 326k | 45.10 |
| 2022-12-31 | $16M | 338k | 47.94 |
| 2022-09-30 | $15M | 349k | 43.08 |
| 2022-06-30 | $17M | 382k | 44.63 |
| 2022-03-31 | $21M | 387k | 54.15 |
| 2021-12-31 | $23M | 415k | 55.92 |
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