SVA Plumb Wealth Management »

Fidelity msci info tech i shares owned by SVA Plumb Wealth Management

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

Historical chart of SVA Plumb 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 SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2020-12-31 $228k 2.2k 104.35
2020-09-30 $201k 2.2k 91.99

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Fidelity msci info tech i

Lido Advisors
Charles Schwab Investment Management
Richard Bernstein Advisors
Commonwealth Equity Services
Agf Management
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Full Sail Capital
Morgan Stanley
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Advisor Group Holdings
Kestra Investment Management
Portfolio Strategies

View all funds holding Fidelity msci info tech i