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Fidelity msci utils index shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Fidelity msci utils index

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All positions including Fidelity msci utils index held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 34k 51.91
2024-06-30 $1.5M 34k 44.07

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Morgan Stanley
Envestnet Asset Management
HighTower Advisors
Brookstone Capital Management
Northwestern Mutual Wealth Management Company
IFG Advisory
Traphagen Investment Advisors

View all funds holding Fidelity msci utils index