AVANTAX ADVISORY SERVICES, INC. - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 58 filers reported holding FIDELITY in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of FIDELITY
ValueSharesWeighting
Q2 2024$310,518
-24.2%
6,328
-24.2%
0.00%
-50.0%
Q1 2024$409,455
+47.0%
8,349
+47.4%
0.00%
+33.3%
Q4 2023$278,539
-20.4%
5,663
-22.6%
0.00%
-25.0%
Q3 2023$349,880
-11.2%
7,320
-10.9%
0.00%
-20.0%
Q2 2023$394,213
+14.3%
8,212
+15.4%
0.01%
+25.0%
Q1 2023$344,9167,1180.00%
Other shareholders
FIDELITY shareholders Q2 2023
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 128,625$6,391,0001.05%
ASSETMARK, INC 910,744$45,255,0000.84%
B. Riley Wealth Advisors, Inc. 53,390$2,653,0000.54%
Commonwealth Equity Services, Inc 380,172$18,891,0000.18%
WFG Advisors, LP 4,402$219,0000.06%
ENVESTNET ASSET MANAGEMENT INC 209,121$10,391,0000.05%
Sigma Planning Corp 5,532$275,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 18,335$911,0000.02%
JANE STREET GROUP, LLC 18,010$895,0000.01%
MSI Financial Services Inc 369$18,0000.00%
View complete list of FIDELITY shareholders