Simplicity Solutions, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 47 filers reported holding FIDELITY in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of FIDELITY
ValueSharesWeighting
Q4 2020$264,000
-0.8%
5,000
-1.3%
0.00%
-20.0%
Q3 2020$266,000
-80.7%
5,067
-81.6%
0.01%
-88.1%
Q1 2020$1,375,000
+564.3%
27,594
+567.7%
0.04%
+250.0%
Q1 2019$207,000
-84.2%
4,133
-84.4%
0.01%
-92.9%
Q4 2018$1,310,00026,5330.17%
Other shareholders
FIDELITY shareholders Q4 2020
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 165,750$8,765,0004.51%
LVZ, Inc. 85,672$4,530,0000.76%
ISLAY CAPITAL MANAGEMENT, LLC 14,865$786,0000.71%
Levy Wealth Management Group, LLC 15,018$794,0000.56%
Rehmann Capital Advisory Group 75,969$4,019,880,0000.45%
SCHMIDT P J INVESTMENT MANAGEMENT INC 30,692$1,620,0000.37%
Retirement Group, LLC 11,229$593,0000.27%
Soltis Investment Advisors LLC 27,190$1,438,0000.27%
IFP Advisors, Inc 122,237$6,467,0000.26%
NICOLET ADVISORY SERVICES, LLC 19,523$1,032,0000.14%
View complete list of FIDELITY shareholders