Creative Planning
Position in FDIS — Fidelity MSCI Consumer Discretionary Index ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in FDIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDIS | $712,226 | 7,637 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 FDIS | $668,943 | 6,548 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FDIS | $625,861 | 6,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FDIS | $504,309 | 5,361 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FDIS | $441,733 | 5,227 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FDIS | $671,596 | 6,891 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FDIS | $408,415 | 4,618 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 FDIS | $497,320 | 6,139 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 FDIS | $369,675 | 4,482 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FDIS | $368,097 | 4,663 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FDIS | $286,286 | 4,098 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 FDIS | $415,284 | 5,664 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 FDIS | $378,147 | 5,775 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FDIS | $287,140 | 5,066 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 FDIS | $341,363 | 5,609 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 FDIS | $349,217 | 5,930 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 FDIS | $434,228 | 5,491 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FDIS | $470,797 | 5,333 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 FDIS | $413,069 | 5,146 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 FDIS | $384,285 | 4,739 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 FDIS | $501,553 | 6,570 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 FDIS | $544,472 | 7,615 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 FDIS | $247,809 | 3,995 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 FDIS | $236,424 | 4,544 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 FDIS | $218,401 | 5,787 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||