UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 52 filers reported holding FIDELITY in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2022$209,000
+1.5%
4,383
+10.1%
0.00%0.0%
Q4 2021$206,000
-1.0%
3,9800.0%0.00%0.0%
Q3 2021$208,0000.0%3,9800.0%0.00%0.0%
Q2 2021$208,0000.0%3,9800.0%0.00%0.0%
Q1 2021$208,000
-1.0%
3,9800.0%0.00%0.0%
Q4 2020$210,000
+0.5%
3,9800.0%0.00%0.0%
Q3 2020$209,000
+0.5%
3,9800.0%0.00%
-50.0%
Q2 2020$208,000
+2.5%
3,9800.0%0.00%
+100.0%
Q4 2019$203,0000.0%3,9800.0%0.00%0.0%
Q3 2019$203,0003,9800.00%
Other shareholders
FIDELITY shareholders Q3 2022
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 152,757$7,992,0004.80%
ISLAY CAPITAL MANAGEMENT, LLC 21,253$1,112,0001.29%
Soltis Investment Advisors LLC 27,190$1,423,0000.37%
ASSETMARK, INC 906,150$47,410,0000.34%
Kerntke Otto McGlone Wealth Management Group 5,202$272,0000.25%
LVZ, Inc. 18,932$991,0000.22%
Rehmann Capital Advisory Group 14,922$780,735,0000.11%
IFP Advisors, Inc 16,832$879,0000.07%
RWA WEALTH PARTNERS, LLC 7,099$371,0000.04%
B. Riley Wealth Advisors, Inc. 9,582$502,0000.03%
View complete list of FIDELITY shareholders