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Fidelity vlu factor etf shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.7M 160k 60.60
2024-06-30 $25M 439k 57.58
2024-03-31 $26M 448k 57.05
2023-12-31 $23M 440k 53.00
2023-09-30 $21M 448k 47.85

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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Msci China A Etf Etf (CNYA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding Fidelity vlu factor etf

Dynasty Wealth Management
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Goodwin Investment Advisory
Thrivent Financial for Lutherans
High Probability Advisors
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Advisor Group Holdings
Colony
Dynamic Advisors Solutions
Personal Resources Investment & Strategic Management
Royal Bank of Canada
Halpern Financial
LPL Financial

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