Fidelity msci finls idx shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Fidelity msci finls idx
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci finls idx held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity msci finls idx by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $683k | 9.0k | 76.34 |
| 2025-06-30 | $313k | 4.2k | 74.04 |
| 2024-03-31 | $204k | 3.4k | 59.40 |