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Fidelity vlu factor etf shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $432k 6.2k 69.40

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