Fidelity msci finls idx shares owned by Creative Planning
Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Fidelity msci finls idx
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Quarterly reported holdings in Fidelity msci finls idx by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 15k | 76.34 |
| 2025-06-30 | $1.0M | 14k | 74.04 |
| 2025-03-31 | $890k | 13k | 69.52 |
| 2024-12-31 | $873k | 13k | 68.68 |
| 2024-09-30 | $557k | 8.7k | 63.85 |
| 2024-06-30 | $417k | 7.2k | 57.94 |
| 2024-03-31 | $368k | 6.2k | 59.40 |
| 2023-12-31 | $368k | 6.9k | 53.55 |
| 2023-09-30 | $315k | 6.8k | 46.56 |
| 2023-06-30 | $272k | 5.8k | 47.07 |
| 2023-03-31 | $246k | 5.5k | 45.10 |
| 2022-12-31 | $269k | 5.6k | 47.94 |
| 2022-09-30 | $215k | 5.0k | 43.13 |
| 2022-06-30 | $292k | 6.5k | 44.70 |
| 2022-03-31 | $354k | 6.5k | 54.09 |
| 2021-12-31 | $247k | 4.4k | 55.87 |
| 2021-09-30 | $282k | 5.3k | 53.68 |
| 2021-03-31 | $203k | 4.1k | 49.05 |
| 2020-03-31 | $246k | 8.4k | 29.33 |
| 2019-12-31 | $509k | 12k | 44.38 |
| 2019-09-30 | $394k | 9.7k | 40.70 |
| 2019-06-30 | $276k | 6.9k | 40.14 |
| 2019-03-31 | $241k | 6.4k | 37.46 |
| 2018-12-31 | $216k | 6.2k | 34.61 |
| 2018-09-30 | $327k | 8.1k | 40.37 |
| 2018-06-30 | $212k | 5.4k | 39.29 |
| 2017-06-30 | $11k | 303 | 36.30 |
| 2017-03-31 | $17k | 483 | 35.20 |
| 2016-12-31 | $62k | 1.8k | 34.58 |
| 2016-09-30 | $12k | 402 | 29.85 |
| 2016-06-30 | $3.0k | 101 | 29.70 |
| 2016-03-31 | $4.0k | 140 | 28.57 |
| 2015-12-31 | $3.0k | 100 | 30.00 |
| 2015-09-30 | $3.0k | 100 | 30.00 |
| 2015-03-31 | $3.0k | 100 | 30.00 |
| 2014-06-30 | $5.0k | 200 | 25.00 |