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Fidelity msci finls idx shares owned by Montis Financial

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Fidelity msci finls idx

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

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Quarterly reported holdings in Fidelity msci finls idx by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $607k 9.5k 63.86

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Agf Management
Commonwealth Equity Services
PFG Financial Advisors
Congress Wealth Management LLC / DE /
Full Sail Capital
Strategic Point Investment Advisors
Kovitz Investment Group Partners
Q3 Asset Management
Stifel Financial
Advisor Group Holdings
Thrivent Financial for Lutherans
Northwestern Mutual Wealth Management Company
Wells Fargo & Company

View all funds holding Fidelity msci finls idx