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Fidelity Comwlth Tr ndq cp idx trk shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Fidelity Comwlth Tr ndq cp idx trk (ONEQ) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Fidelity Comwlth Tr ndq cp idx trk

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All positions including Fidelity Comwlth Tr ndq cp idx trk held by Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 213 71.60

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Commonwealth Equity Services
Fisher Investments
LPL Financial
Wealthfront Advisers
Bank of America Corporation
HighTower Advisors
Analyst IMS Investment Management Services
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