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Fidelity msci finls idx shares owned by LongView Wealth Management

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by LongView Wealth Management from 13F filings

Historical chart of LongView Wealth Management investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci finls idx held by LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 5.0k 63.85
2024-06-30 $269k 4.7k 57.94

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Ishares Tr Morningstar Grwt (ILCG)
Genuine Parts Company (GPC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Agf Management
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
PFG Financial Advisors
Full Sail Capital
Morgan Stanley
Kovitz Investment Group Partners
Stifel Financial
Advisor Group Holdings
Thrivent Financial for Lutherans
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Advisory Services Network

View all funds holding Fidelity msci finls idx