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Fidelity msci rl est etf shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain 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 Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $23k 833 27.02
2024-09-30 $25k 833 29.48

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

View all positions for Sage Mountain Advisors

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