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Fidelity Inv Grade Securit shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Fidelity Inv Grade Securit (FSEC) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Fidelity Inv Grade Securit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Inv Grade Securit by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 7.8k 44.10

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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