FYEE — FIDELITY GREENWOOD STREET TR

Ownership history in WEALTH EFFECTS LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in FIDELITY GREENWOOD STREET TR (FYEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.34% (2025 Q4)
Avg. % of fund
0.34%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 37,980 — — 0.34% $1.1M $28.68
% of Fund (quarterly)    FYEE price (monthly, adj. close)

Other funds also holding FYEE

As of 2025 Q4 — sorted by position size

Advisory Resource Group 3Y 7Y 1.39% TBH Global Asset Management, LLC 3Y 1.05% KRAEMATON INVESTMENT ADVISORS, INC 3Y 0.71% HERBST GROUP, LLC 3Y 0.55% Pasadena Private Wealth, LLC 3Y 7Y 0.16% Bleakley Financial Group, LLC 3Y 0.09% Concurrent Investment Advisors, LLC 0.08% Summit Wealth Partners, LLC 0.07% Newbridge Financial Services Group, Inc. 3Y 0.07% Kestra Investment Management, LLC 0.06%
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