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Fidelity vlu factor etf shares owned by Custos Family Office

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Custos Family Office from 13F filings

Historical chart of Custos Family Office investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Custos Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Custos Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 220k 53.00
2023-09-30 $9.2M 193k 47.85

More positions owned by Custos Family Office

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Custos Family Office

Top funds holding Fidelity vlu factor etf

Jpmorgan Chase & Co
Goodwin Investment Advisory
Advisor Group Holdings
Commonwealth Equity Services
Personal Resources Investment & Strategic Management
Custos Family Office
Royal Bank of Canada
Bank of America Corporation
Dynamic Advisors Solutions
Halpern Financial
Kestra Advisory Services
Creative Planning
Condor Capital Management
Cambridge Investment Research Advisors
AE Wealth Management

View all funds holding Fidelity vlu factor etf