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Fidelity vlu factor etf shares owned by Executive Wealth Management

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

Historical chart of Executive 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 Executive 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 Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $730k 12k 61.52
2024-09-30 $831k 14k 60.60
2024-03-31 $780k 14k 56.86
2023-12-31 $689k 13k 53.00
2023-09-30 $646k 14k 47.85

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Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Fidelity vlu factor etf

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FMR
Thrivent Financial for Lutherans
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Custos Family Office
Advisor Group Holdings
Goodwin Investment Advisory
LPL Financial
Royal Bank of Canada
Dynamic Advisors Solutions
Halpern Financial
MAI Wealth Advisors

View all funds holding Fidelity vlu factor etf