Fingerlakes Wealth Management »

Fidelity msci rl est etf shares owned by Fingerlakes Wealth Management

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

Historical chart of Fingerlakes Wealth Management 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 Fingerlakes Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci rl est etf by Fingerlakes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $403k 15k 27.02
2024-09-30 $424k 14k 29.48
2024-03-31 $227k 8.7k 26.09
2023-12-31 $213k 8.0k 26.65

More positions owned by Fingerlakes Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Fingerlakes Wealth Management

Top funds holding Fidelity msci rl est etf

Essential Planning
Pnc Financial Services
Lido Advisors
Life Planning Partners
AE Wealth Management
Citizens & Northern Corporation
Commonwealth Equity Services
Truefg
Black Diamond Financial
Pure Financial Advisors
Riverpoint Wealth Management Holdings
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
H D Vest Advisory Services
MAI Wealth Advisors

View all funds holding Fidelity msci rl est etf