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Fidelity sml mid factr shares owned by Holistic Planning

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $222k 5.4k 41.47
2025-03-31 $234k 6.0k 39.16
2024-12-31 $246k 6.0k 41.17

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View all positions for Holistic Planning

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