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Fidelity Inv Grade Securit shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity Inv Grade Securit (FSEC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelity Inv Grade Securit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Inv Grade Securit by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $516k 12k 43.84
2025-06-30 $314k 7.2k 43.56

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
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Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Fidelity Inv Grade Securit

FMR
Cetera Investment Advisers
Global Wealth Strategies & Associates
Jane Street
Evergreen Wealth Solutions
Envestnet Asset Management
Kestra Advisory Services
RCS Financial Planning
Goldman Sachs Group
LPL Financial
Wiley Bros.-aintree Capital
Granite Harbor Advisors
Mercer Global Advisors
High Falls Advisors
Creative Planning

View all funds holding Fidelity Inv Grade Securit