Fidelity msci finls idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity msci finls idx
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Quarterly reported holdings in Fidelity msci finls idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.4M | 33k | 74.04 |
| 2025-03-31 | $2.3M | 33k | 69.52 |
| 2024-12-31 | $2.3M | 34k | 68.68 |
| 2024-09-30 | $2.1M | 34k | 63.86 |
| 2024-06-30 | $2.1M | 36k | 57.94 |
| 2024-03-31 | $2.2M | 37k | 59.40 |
| 2023-12-31 | $2.2M | 42k | 53.55 |
| 2023-09-30 | $1.9M | 42k | 46.56 |
| 2023-06-30 | $2.0M | 1.8k | 1111.57 |
| 2023-03-31 | $264k | 12k | 21.26 |