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Fidelity msci finls idx shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain 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 Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $108k 1.7k 63.86

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Golub Capital BDC (GBDC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Copart (CPRT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)

View all positions for Sage Mountain Advisors

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