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Fidelity msci info tech i shares owned by LJI Wealth Management

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in Fidelity msci info tech i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci info tech i held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $348k 2.8k 122.93
2023-06-30 $306k 2.3k 130.64
2023-03-31 $219k 1.9k 113.95
2022-12-31 $209k 2.2k 94.51

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding Fidelity msci info tech i

Charles Schwab Investment Management
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Churchill Management Corp.
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Agf Management
Jpmorgan Chase & Co
PFG Financial Advisors
Advisory Services Network
Stifel Financial
Financial Partners Group
Kestra Advisory Services
Halpern Financial
Atria Wealth Solutions

View all funds holding Fidelity msci info tech i