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Fidelity vlu factor etf shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo 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 Cyndeo 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 5.2k 68.87
2025-06-30 $340k 5.3k 63.87
2025-03-31 $317k 5.3k 59.59
2024-12-31 $1.9M 32k 61.52
2024-09-30 $2.2M 36k 60.60
2024-06-30 $2.1M 36k 57.58