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Fidelity msci utils index shares owned by SpringVest Wealth Management

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by SpringVest Wealth Management from 13F filings

Historical chart of SpringVest Wealth Management investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by SpringVest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $298k 5.1k 58.42

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Electric Power Company (AEP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for SpringVest Wealth Management

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