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FIDELITY
FIDELITY. Institutional holdings reported to the SEC.
Institutional Holders (2017Q2)
Portfolio Summary: 52 Institutional holders with a total value of $87,391,557.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 RWA WEALTH PARTNERS, LLC 413,538 10,016,000 11.46%
52 Beaumont Financial Partners, LLC 801,771 19,419,000 22.22%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.