WEALTH MANAGEMENT RESOURCES, INC. - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 60 filers reported holding FIDELITY in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTH MANAGEMENT RESOURCES, INC. ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$862,673
-7.8%
18,049
-7.4%
0.42%
-23.3%
Q2 2023$935,364
+3.7%
19,484
+4.6%
0.54%
-2.0%
Q1 2023$902,293
+0.7%
18,619
-0.3%
0.56%
-4.5%
Q4 2022$895,800
+1.8%
18,674
+1.0%
0.58%
-0.7%
Q3 2022$880,000
-90.3%
18,494
-0.5%
0.58%
-89.5%
Q2 2022$9,050,000
+513.6%
18,585
-37.3%
5.57%
+446.3%
Q1 2022$1,475,000
-27.2%
29,636
-24.2%
1.02%
-21.9%
Q4 2021$2,026,00039,1211.30%
Other shareholders
FIDELITY shareholders Q1 2023
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 183,538$9,506,0003.92%
Beaumont Capital Management, LLC 54,189$2,806,0001.62%
NORRIS PERNE & FRENCH LLP/MI 353,626$18,314,0001.42%
WEALTH MANAGEMENT RESOURCES, INC. 39,121$2,026,0001.30%
ISLAY CAPITAL MANAGEMENT, LLC 32,778$1,698,0001.28%
LVZ, Inc. 176,531$9,143,0001.22%
Levy Wealth Management Group, LLC 39,702$2,056,0000.93%
GSB Wealth Management, LLC 35,052$1,815,0000.52%
Community Financial Services Group, LLC 34,260$1,774,0000.44%
Rehmann Capital Advisory Group 89,244$4,620,096,0000.43%
View complete list of FIDELITY shareholders