Fidelity msci utils index shares owned by Yoder Wealth Management
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Yoder Wealth Management
from 13F filings
Historical chart of Yoder Wealth Management investment in Fidelity msci utils index
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Quarterly reported holdings in Fidelity msci utils index by Yoder Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 45k | 56.47 |
| 2025-06-30 | $2.2M | 42k | 52.60 |
| 2025-03-31 | $2.0M | 40k | 50.95 |
| 2024-12-31 | $1.9M | 38k | 48.77 |
| 2024-09-30 | $1.9M | 36k | 51.82 |
| 2024-06-30 | $1.5M | 34k | 43.96 |
| 2024-03-31 | $1.4M | 33k | 42.42 |
| 2023-12-31 | $1.2M | 29k | 40.86 |
| 2023-09-30 | $836k | 22k | 37.92 |
| 2023-06-30 | $882k | 21k | 42.28 |
| 2023-03-31 | $872k | 20k | 43.82 |