FIDELITY
(316092857)
Funds Reporting Holdings of FIDELITY according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
PURE Financial Advisors Inc | 620,886 | $16,255k | Jun 30, 2019 | Jul 11, 2019 | |
Riverpoint Wealth Management Holdings LLC | 250,792 | $6,566k | Jun 30, 2019 | Aug 12, 2019 | |
Cambridge Investment Research Advisors Inc | 250,414 | $6,556k | Jun 30, 2019 | Aug 15, 2019 | |
Financial Engines Advisors LLC | 204,149 | $5,344k | Jun 30, 2019 | Aug 9, 2019 | |
Harwood Advisory Group LLC | 187,983 | $4,921k | Jun 30, 2019 | Aug 7, 2019 | |
Mission Wealth Management LP | 102,262 | $2,677k | Jun 30, 2019 | Aug 9, 2019 | |
Sigfig Wealth Management LLC | 97,939 | $2,564k | Jun 30, 2019 | Aug 5, 2019 | |
Merriman Wealth Management LLC | 8,092 | $2,112k | Jun 30, 2019 | Jul 31, 2019 | |
Spinnaker Investment Group LLC | 70,936 | $1,857k | Jun 30, 2019 | Jul 11, 2019 | |
Exchange Capital Management Inc | 35,237 | $923k | Jun 30, 2019 | Jul 22, 2019 | |
Summit X | 32,546 | $843k | Jun 30, 2019 | Aug 13, 2019 | |
Tufton Capital Management LLC | 22,201 | $581k | Jun 30, 2019 | Jul 26, 2019 | |
Cahill Financial Advisors Inc | 15,434 | $405k | Jun 30, 2019 | Aug 14, 2019 | |
Smith Salley & Associates LLC | 12,294 | $322k | Jun 30, 2019 | Jul 12, 2019 | |
Jaffetilchin Investment Partners LLC | 10,072 | $264k | Jun 30, 2019 | Aug 13, 2019 | |
Fairview Capital Investment Management LLC | 7,800 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
Cedar Wealth Management LLC | 6,053 | $158k | Jun 30, 2019 | Jul 24, 2019 | |
Transamerica Financial Advisors Inc | 2,286 | $60k | Jun 30, 2019 | Aug 21, 2019 | |
Colonial Trust Advisors Inc | 500 | $13k | Jun 30, 2019 | Aug 21, 2019 | |
FFCM LLC | 40 | $1k | Jun 30, 2019 | Jul 30, 2019 | |
Armor Investment Advisors LLC | 13 | $0k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 13 | $0k | Jun 30, 2019 | Aug 13, 2019 |