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Fidelity Comwlth Tr ndq cp idx trk shares owned by Coastline Complete Wealth

Quarter-by-quarter ownership of Fidelity Comwlth Tr ndq cp idx trk (ONEQ) shares owned by Coastline Complete Wealth from 13F filings

Historical chart of Coastline Complete Wealth investment in Fidelity Comwlth Tr ndq cp idx trk

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Comwlth Tr ndq cp idx trk held by Coastline Complete Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Comwlth Tr ndq cp idx trk by Coastline Complete Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.6M 101k 84.91

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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for Coastline Complete Wealth

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

FMR
Commonwealth Equity Services
LPL Financial
Wealthfront Advisers
Bank of America Corporation
Fisher Investments
Heck Capital Advisors
Lebenthal Global Advisors
Kestra Advisory Services
Analyst IMS Investment Management Services
NFP Retirement
LJI Wealth Management
Two Sigma Investments
Morgan Stanley
Advisor Group Holdings

View all funds holding Fidelity Comwlth Tr ndq cp idx trk