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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
2024-03-31 $26M 448k 57.05
2023-12-31 $23M 440k 53.00
2023-09-30 $21M 448k 47.85

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding Fidelity vlu factor etf

Jpmorgan Chase & Co
Goodwin Investment Advisory
Commonwealth Equity Services
Advisor Group Holdings
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
Forbes Financial Planning
Cambridge Investment Research Advisors

View all funds holding Fidelity vlu factor etf