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Fidelity 500 Index Instl Premi shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Fidelity 500 Index Instl Premi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity 500 Index Instl Premi held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity 500 Index Instl Premi by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $179k 943 190.26
2024-03-31 $157k 949 165.62
2023-12-31 $157k 949 165.62
2023-09-30 $398 18k 0.02

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Grey Fox Wealth Advisors
Sippican Capital Adivsors
Fulton Bank, NA
Riverbrige Partners
Texas Capital Banchares
Ferguson Wellman Capital Management
Twin Capital Management
Williams Jones Wealth Management
Carret Asset Management
Magnolia Capital Management
Coston, McIsaac & Partners
Marcia E. Wade
Woodstock Corp
Thomas Story & Son

View all funds holding Fidelity 500 Index Instl Premi