LIBERTY WEALTH MANAGEMENT LLC
Position in FLDR — Fidelity Low Duration Bond Factor ETF
CIK 1769302
OAKLAND, CA
All Filings in FLDR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FLDR | $329,529 | 6,584 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 FLDR | $327,449 | 6,519 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 FLDR | $324,342 | 6,461 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||