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Fidelity sml mid factr shares owned by Sterling Manor Financial

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Sterling Manor Financial from 13F filings

Historical chart of Sterling Manor Financial investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Sterling Manor Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.2M 200k 41.17
2024-09-30 $8.3M 201k 41.40
2024-06-30 $7.1M 188k 37.68

More positions owned by Sterling Manor Financial

Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Wellington Us Value Factr (VFVA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio Crport (SPBO)
First Tr Exchange-traded First Tr Enh New (FTSM)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Global X Fds Defense Tech Etf (SHLD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Sterling Manor Financial

Top funds holding Fidelity sml mid factr

Retirement Planning Group
Commonwealth Equity Services
Parcion Private Wealth
Bank of America Corporation
Systelligence
Envestnet Asset Management
Raymond James Financial
LPL Financial
Raymond James Financial Services Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Fundamentun
Steward Partners Investment Advisory

View all funds holding Fidelity sml mid factr