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Fidelity Comwlth Tr ndq cp idx trk shares owned by Halpern Financial

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

Historical chart of Halpern Financial 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 Halpern Financial 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 Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 233 70.76
2024-06-30 $16k 233 69.93

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

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Bank of America Corporation
HighTower Advisors
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Divergent Wealth Advisors
Kestra Advisory Services
LJI Wealth Management
Atria Wealth Solutions
Morgan Stanley
Chas. P. Smith & Associates, PA, CPA's
TCP Asset Management
David Kennon

View all funds holding Fidelity Comwlth Tr ndq cp idx trk