Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Fidelity Comwlth Tr ndq cp idx trk shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Fidelity Comwlth Tr ndq cp idx trk (ONEQ) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $256k 4.3k 59.25
2023-09-30 $225k 4.3k 51.99
2023-06-30 $233k 4.3k 54.08
2023-03-31 $206k 4.3k 47.95

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Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Fisher Investments
Commonwealth Equity Services
Bank of America Corporation
HighTower Advisors
Analyst IMS Investment Management Services
Divergent Wealth Advisors
Atria Wealth Solutions
Kestra Advisory Services
Chas. P. Smith & Associates, PA, CPA's
UBS Group
Wealthfront Advisers
Advisor Group Holdings
AE Wealth Management
TCP Asset Management
David Kennon

View all funds holding Fidelity Comwlth Tr ndq cp idx trk