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Fidelity core divid etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf 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 core divid etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 70k 45.31

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 core divid etf

Commonwealth Equity Services
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Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Childress Capital Advisors
Integrated Wealth Concepts
McIlrath & Eck
Kestra Advisory Services
Cetera Investment Advisers
Mascoma Wealth Management
Lakeridge Wealth Management
Cambridge Investment Research Advisors

View all funds holding Fidelity core divid etf