GeoWealth Management, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q2 2024$10,527,542
+127352.1%
150,544
+8.0%
0.46%
-32.9%
Q4 2023$8,260
-100.0%
139,429
-67.8%
0.68%
-67.7%
Q1 2022$24,066,000
+119.2%
433,160
+140.3%
2.12%
+136.0%
Q4 2021$10,979,000
+52.9%
180,273
+41.1%
0.90%
+51.4%
Q3 2021$7,180,000127,8060.59%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2021
NameSharesValueWeighting ↓
Kovack Advisors, Inc. 17,163$3,108,0002.17%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 17,774$3,219,0001.13%
Ruggie Capital Group 2,985$590,0000.56%
ALBION FINANCIAL GROUP /UT 7,983$1,446,0000.26%
Sigma Planning Corp 7,863$1,424,0000.23%
Concert Wealth Management Inc. 5,515$1,000,0000.14%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,200$217,0000.11%
MSI Financial Services Inc 2,116$383,0000.03%
Virtu KCG Holdings LLC 9,033$1,636,0000.03%
First Allied Advisory Services, Inc. 2,362$429,0000.02%
View complete list of FIDELITY COMWLTH TR shareholders