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Fidelity vlu factor etf shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty 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 Dynasty 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $297M 3.6M 82.94
2024-06-30 $2.9M 50k 57.58

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty Wealth Management

Top funds holding Fidelity vlu factor etf

Dynasty Wealth Management
Envestnet Asset Management
Jpmorgan Chase & Co
Commonwealth Equity Services
Goodwin Investment Advisory
Thrivent Financial for Lutherans
High Probability Advisors
Custos Family Office
Advisor Group Holdings
Colony
Dynamic Advisors Solutions
Personal Resources Investment & Strategic Management
Royal Bank of Canada
Halpern Financial
LPL Financial

View all funds holding Fidelity vlu factor etf