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Fidelity msci finls idx shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Fidelity msci finls idx

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All positions including Fidelity msci finls idx held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $443k 7.5k 59.40

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Blackstone Group Inc Com Cl A (BX)
Potlatch Corporation (PCH)

View all positions for Pensionmark Financial Group

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Full Sail Capital
Q3 Asset Management
Agf Management
Morgan Stanley
HighTower Advisors
Jpmorgan Chase & Co
Stifel Financial
Envestnet Asset Management
Advisor Group Holdings
Wells Fargo & Company
LPL Financial

View all funds holding Fidelity msci finls idx