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Fidelity vlu factor etf shares owned by Pinnacle Private Wealth

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Pinnacle Private Wealth from 13F filings

Historical chart of Pinnacle Private Wealth investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Pinnacle Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $447k 10k 42.98
2022-03-31 $532k 11k 50.80
2021-12-31 $481k 9.2k 52.08

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Fidelity vlu factor etf

Envestnet Asset Management
FMR
Jpmorgan Chase & Co
Goodwin Investment Advisory
Commonwealth Equity Services
Thrivent Financial for Lutherans
Personal Resources Investment & Strategic Management
Advisor Group Holdings
Morgan Stanley
Royal Bank of Canada
Custos Family Office
Bank of America Corporation
Dynamic Advisors Solutions
Halpern Financial
Kestra Advisory Services

View all funds holding Fidelity vlu factor etf