Allworth Financial LP - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 56 filers reported holding FIDELITY in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$23,277
-0.4%
4870.0%0.00%
Q2 2023$23,379
-0.9%
4870.0%0.00%
Q1 2023$23,601
+1.0%
4870.0%0.00%
Q4 2022$23,361
-69.7%
487
-70.0%
0.00%
-100.0%
Q3 2022$77,000
-2.5%
1,6230.0%0.00%0.0%
Q2 2022$79,000
-2.5%
1,6230.0%0.00%0.0%
Q1 2022$81,000
-6.9%
1,623
-3.1%
0.00%0.0%
Q4 2021$87,000
-1.1%
1,6750.0%0.00%0.0%
Q3 2021$88,000
-12.9%
1,675
-13.0%
0.00%
-50.0%
Q2 2021$101,000
-96.8%
1,926
-96.8%
0.00%
-96.9%
Q1 2021$3,162,000
+982.9%
60,488
+994.2%
0.06%
+712.5%
Q4 2020$292,000
+4071.4%
5,528
+3994.8%
0.01%
+700.0%
Q4 2016$7,0001350.00%
Other shareholders
FIDELITY shareholders Q3 2023
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