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Fidelity sml mid factr shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $547k 13k 41.47
2025-03-31 $516k 13k 39.16
2024-12-31 $415k 10k 41.17
2024-09-30 $332k 8.0k 41.40
2024-06-30 $229k 6.1k 37.68

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View all positions for Atria Wealth Solutions

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
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