GeoWealth Management »

Fidelity Comwlth Tr ndq cp idx trk shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Comwlth Tr ndq cp idx trk by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $64k 891 71.60
2024-06-30 $11M 151k 69.93
2022-03-31 $24M 433k 55.56
2021-12-31 $11M 180k 60.90
2021-09-30 $7.2M 128k 56.18

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Commonwealth Equity Services
FMR
Fisher Investments
LPL Financial
Wealthfront Advisers
Bank of America Corporation
Analyst IMS Investment Management Services
HighTower Advisors
Divergent Wealth Advisors
Kestra Advisory Services
LJI Wealth Management
Atria Wealth Solutions
UBS Group
Two Sigma Investments
TCP Asset Management

View all funds holding Fidelity Comwlth Tr ndq cp idx trk