EP Wealth Advisors, LLC
Position in FDIS — Fidelity MSCI Consumer Discretionary Index ETF
CIK 1540569
TORRANCE, CA
All Filings in FDIS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDIS | $1,498,594 | 16,069 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 FDIS | $1,667,046 | 16,318 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 FDIS | $1,902,942 | 20,229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FDIS | $1,804,034 | 21,347 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FDIS | $2,149,577 | 22,056 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FDIS | $1,999,539 | 22,609 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 FDIS | $2,121,813 | 26,192 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 FDIS | $1,791,383 | 21,719 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FDIS | $1,845,775 | 23,382 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 FDIS | $1,629,554 | 23,326 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 FDIS | $58,656 | 800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 FDIS | $78,049 | 156,097 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||