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Fidelity 500 Index Instl Premi shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 17k 2.24

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Growth Index -admiral Mutual Fund (VIGAX)
Vanguard Real Estate ETF Etf (VNQ)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)
Jpmorgan Smartretirement Blend 2040 R6 Mutual Fund (JOBYX)

View all positions for Grey Fox Wealth Advisors

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Grey Fox Wealth Advisors
Sippican Capital Adivsors
Fulton Bank, NA
Texas Capital Banchares
Riverbrige Partners
Ferguson Wellman Capital Management
Silvercrest Asset Management Group
Williams Jones Wealth Management
Dumont & Blake Investment Advisors
Carret Asset Management
Magnolia Capital Management
Woodstock Corp
Coston, McIsaac & Partners
North Point Portfolio Managers Corporation

View all funds holding Fidelity 500 Index Instl Premi