Fidelity Money Market Premium cash and money funds shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Fidelity Money Market Premium cash and money funds (FZDXX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Fidelity Money Market Premium cash and money funds
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Quarterly reported holdings in Fidelity Money Market Premium cash and money funds by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 1.5M | 1.00 |
| 2024-06-30 | $1.5M | 1.5M | 1.00 |
| 2024-03-31 | $1.7M | 1.7M | 1.00 |
| 2023-09-30 | $2.0M | 2.0M | 1.00 |
| 2023-06-30 | $90k | 90k | 1.00 |
| 2023-03-31 | $89k | 89k | 1.00 |
| 2022-12-31 | $88k | 88k | 1.00 |
| 2022-09-30 | $182k | 182k | 1.00 |
| 2022-06-30 | $197k | 197k | 1.00 |
| 2022-03-31 | $250k | 250k | 1.00 |
| 2021-12-31 | $374k | 374k | 1.00 |
| 2021-09-30 | $945k | 946k | 1.00 |
| 2021-06-30 | $990k | 991k | 1.00 |
| 2021-03-31 | $1.0M | 1.0M | 1.00 |
Top funds holding Fidelity Money Market Premium cash and money funds
View all funds holding Fidelity Money Market Premium cash and money funds