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Fidelity vlu factor etf shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 17k 72.27
2025-03-31 $252k 4.2k 59.59

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Fidelity vlu factor etf

FMR
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Advisor Group Holdings
Commonwealth Equity Services
Thrivent Financial for Lutherans
Jpmorgan Chase & Co
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Beacon Advisors Holdings

View all funds holding Fidelity vlu factor etf