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Fidelity Inv Grade Securit shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Fidelity Inv Grade Securit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Inv Grade Securit by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 145k 44.13

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)

View all positions for Evergreen Wealth Solutions

Top funds holding Fidelity Inv Grade Securit

FMR
Cetera Investment Advisers
Evergreen Wealth Solutions
Wealth Enhancement Advisory Services
Envestnet Asset Management
Jpmorgan Chase & Co
Citadel Advisors
LPL Financial
Wiley Bros.-aintree Capital
Granite Harbor Advisors
Mercer Global Advisors
Stifel Financial
Csenge Advisory Group
Jane Street
High Falls Advisors

View all funds holding Fidelity Inv Grade Securit