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Fidelity msci info tech i shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Fidelity msci info tech i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci info tech i held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $367k 2.2k 163.73
2023-12-31 $306k 2.0k 150.70
2023-09-30 $254k 2.0k 126.40
2023-06-30 $243k 1.9k 131.05

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Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Instrumental Wealth

Top funds holding Fidelity msci info tech i

Charles Schwab Investment Management
Lido Advisors
Churchill Management Corp.
Commonwealth Equity Services
Envestnet Asset Management
Full Sail Capital
LPL Financial
Morgan Stanley
Agf Management
Cambridge Investment Research Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
FMR
Jpmorgan Chase & Co
PFG Financial Advisors

View all funds holding Fidelity msci info tech i