Fidelity vlu factor etf shares owned by AE Wealth Management
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.5M | 89k | 61.52 |
| 2024-09-30 | $5.0M | 82k | 60.60 |
| 2024-06-30 | $4.1M | 72k | 57.58 |
| 2024-03-31 | $3.5M | 62k | 57.05 |
| 2023-12-31 | $3.5M | 64k | 53.72 |
| 2023-09-30 | $2.9M | 61k | 47.85 |
| 2023-06-30 | $2.4M | 50k | 49.10 |
| 2023-03-31 | $2.5M | 54k | 45.76 |
| 2022-12-31 | $1.1M | 25k | 43.85 |