San Luis Wealth Advisors LLC
Position in FFSM — Fidelity Fundamental Small-Mid Cap ETF
CIK 1844709
SAN LUIS OBISPO, CA
All Filings in FFSM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 FFSM | $3,599,072 | 142,594 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 FFSM | $4,995,540 | 185,846 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 FFSM | $5,296,907 | 193,036 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 FFSM | $4,564,075 | 180,992 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||