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Fidelity Multi-Asset IND

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Tucker Asset Management LLC
INCREASED
Shares260 from 255
Change+5 (+2%)
Value$15.0K (+$259)
Filed 2024-08-09
Financial Gravity Wealth, Inc.
CLOSED
Shares0 from 2,063
Change-2,063 (-100%)
Value$0 (-$112.3K)
Filed 2024-08-06
Status
Tucker Asset Management LLC
INCREASED260255+5+2%$14.8K$15.0K+$2592024-08-09
Financial Gravity Wealth, Inc.
CLOSED02,063-2,063-100%$112.3K$0-$112.3K2024-08-06
Showing 2 of 2 institutions