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Fidelity vlu factor etf shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Unique Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 33k 60.60

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Rus Mid Cap Etf (IWR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Msci Acwi Etf (ACWI)
Innovator Etfs Tr Us Eqt Aclrtd Et (XDJL)
Innovator Etfs Tr Us Eqty Acc Etf (XDJA)

View all positions for Unique Wealth

Top funds holding Fidelity vlu factor etf

Dynasty Wealth Management
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Goodwin Investment Advisory
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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