CWM, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 58 filers reported holding FIDELITY in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$370.0%776
+0.4%
0.00%
Q2 2023$370.0%773
+0.4%
0.00%
Q1 2023$370.0%770
+0.5%
0.00%
Q4 2022$37
-99.9%
766
+0.3%
0.00%
Q3 2022$36,000
-2.7%
764
+0.3%
0.00%
Q2 2022$37,000
-2.6%
762
+0.1%
0.00%
Q1 2022$38,000
-2.6%
761
+0.1%
0.00%
Q4 2021$39,000
-2.5%
760
+0.3%
0.00%
Q2 2021$40,0000.0%7580.0%0.00%
Q1 2021$40,0000.0%7580.0%0.00%
Q4 2020$40,0000.0%7580.0%0.00%
Q3 2020$40,0000.0%7580.0%0.00%
Q2 2020$40,0000.0%7580.0%0.00%
Q1 2020$40,0000.0%7580.0%0.00%
Q4 2019$40,0000.0%7580.0%0.00%
Q3 2019$40,0000.0%7580.0%0.00%
Q2 2019$40,0000.0%7580.0%0.00%
Q1 2019$40,0007580.00%
Other shareholders
FIDELITY shareholders Q1 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