Wealth Dimensions Group »

Fidelity msci energy idx shares owned by Wealth Dimensions Group

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Wealth Dimensions Group from 13F filings

Historical chart of Wealth Dimensions Group investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci energy idx held by Wealth Dimensions Group 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 msci energy idx by Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 9.0k 25.87

More positions owned by Wealth Dimensions Group

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Procter & Gamble Company (PG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Samsara Com Cl A (IOT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Wealth Dimensions Group

Top funds holding Fidelity msci energy idx

FMR
Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
Yarbrough Capital
Wells Fargo & Company
Kestra Advisory Services
AE Wealth Management
UBS Group
LPL Financial
Kestra Private Wealth Services
Bank of America Corporation

View all funds holding Fidelity msci energy idx