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Fidelity sml mid factr shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial 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 Trademark Financial 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 30k 41.40
2024-06-30 $1.3M 35k 37.68
2024-03-31 $1.3M 34k 38.86

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Avantis Respon U (AVSU)

View all positions for Trademark Financial Management

Top funds holding Fidelity sml mid factr

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Fundamentun
Cetera Investment Advisers
Bank of America Corporation
LPL Financial
Evergreen Private Wealth
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View all funds holding Fidelity sml mid factr