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Fidelity sml mid factr shares owned by Abound Wealth Management

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Abound Wealth Management from 13F filings

Historical chart of Abound Wealth Management investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2k 51 43.65
2025-06-30 $2.1k 50 41.78
2025-03-31 $2.0k 50 39.32

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Abound Wealth Management

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
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Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr