CWM, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q2 2024$829
+8.7%
11,8520.0%0.00%0.0%
Q1 2024$763
+71.5%
11,852
+57.7%
0.00%
+100.0%
Q4 2023$445
+13.8%
7,516
-0.2%
0.00%0.0%
Q3 2023$391
-5.6%
7,530
-1.6%
0.00%
-33.3%
Q2 2023$414
+14.7%
7,655
+1.7%
0.00%
+50.0%
Q1 2023$361
+147.3%
7,530
+111.0%
0.00%
+100.0%
Q4 2022$146
-100.0%
3,569
-79.5%
0.00%
-83.3%
Q3 2022$721,000
+434.1%
17,389
+456.3%
0.01%
+500.0%
Q2 2022$135,000
-78.6%
3,126
-72.4%
0.00%
-75.0%
Q1 2022$630,000
+8900.0%
11,335
+10020.5%
0.00%
Q4 2021$7,000
-22.2%
112
+300.0%
0.00%
Q3 2018$9,000280.00%
Other shareholders
FIDELITY COMWLTH TR shareholders Q2 2022
NameSharesValueWeighting ↓
FOCUS Wealth Advisors, LLC 296,230$18,040,00010.80%
EQ LLC 174,077$10,601,0007.40%
Madison Wealth Partners, Inc 189,016$11,511,0005.79%
Divergent Wealth Advisors 422,338$25,720,0005.21%
Analyst IMS Investment Management Services Ltd. 615,000$37,730,0003.58%
Wealthstar Advisors, LLC 146,467$8,916,0003.06%
ISLAY CAPITAL MANAGEMENT, LLC 39,212$2,388,0001.81%
Navis Wealth Advisors, LLC 33,310$2,029,0001.71%
Lineweaver Wealth Advisors, LLC 91,223$5,555,0001.60%
Regal Investment Advisors LLC 275,012$16,748,0001.48%
View complete list of FIDELITY COMWLTH TR shareholders