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Fidelity Inv Grade Securit shares owned by CI Private Wealth

Quarter-by-quarter ownership of Fidelity Inv Grade Securit (FSEC) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Fidelity Inv Grade Securit

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Inv Grade Securit held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Inv Grade Securit by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $764k 17k 44.10

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Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

Top funds holding Fidelity Inv Grade Securit

FMR
Integrity Alliance
Wealth Enhancement Advisory Services
Flow Traders US
Jpmorgan Chase & Co
Envestnet Asset Management
Citadel Advisors
CI Private Wealth
Cetera Investment Advisers
Two Sigma Securities
High Falls Advisors
LPL Financial
Advisor Group Holdings
Envestnet Portfolio Solutions
Calamos Wealth Management

View all funds holding Fidelity Inv Grade Securit