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Fidelity msci rl est etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Fidelity msci rl est etf (FREL) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Fidelity msci rl est etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci rl est etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci rl est etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $651k 24k 26.65
2023-09-30 $517k 23k 22.75
2023-06-30 $644k 5.1k 126.72
2023-03-31 $259k 1.8k 145.80

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
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JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Fidelity msci rl est etf

Pnc Financial Services
Lido Advisors
Citizens & Northern Corporation
Commonwealth Equity Services
Truefg
Pure Financial Advisors
AE Wealth Management
Riverpoint Wealth Management Holdings
Black Diamond Financial
MAI Wealth Advisors
H D Vest Advisory Services
Creative Planning
UMA Financial Services
Dynamic Advisors Solutions
HighTower Advisors

View all funds holding Fidelity msci rl est etf