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Fidelity msci utils index shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Fidelity msci utils index

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

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Quarterly reported holdings in Fidelity msci utils index by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $284k 7.0k 40.86
2023-09-30 $268k 7.1k 37.92
2023-06-30 $365k 8.6k 42.28
2023-03-31 $1.6M 35k 43.82
2022-12-31 $471k 10k 45.58
2020-12-31 $406k 10k 40.71

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

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