Dynamic Advisor Solutions LLC - FIDELITY ownership

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$310,248
+3.2%
6,491
+3.6%
0.02%
-6.2%
Q2 2023$300,760
+2.4%
6,265
+3.4%
0.02%
-5.9%
Q1 2023$293,658
+8.3%
6,060
+7.2%
0.02%
-10.5%
Q4 2022$271,2235,6540.02%
Other shareholders
FIDELITY shareholders Q4 2023
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 52,762$2,625,0001.69%
NORRIS PERNE & FRENCH LLP/MI 349,448$17,392,0001.41%
ISLAY CAPITAL MANAGEMENT, LLC 26,494$1,319,0001.10%
WEALTH MANAGEMENT RESOURCES, INC. 29,636$1,475,0001.02%
Levy Wealth Management Group, LLC 40,011$1,991,0000.83%
LVZ, Inc. 90,881$4,523,0000.63%
GSB Wealth Management, LLC 35,751$1,779,0000.52%
Rehmann Capital Advisory Group 96,512$4,807,859,0000.46%
SCHMIDT P J INVESTMENT MANAGEMENT INC 33,804$1,659,0000.37%
IFP Advisors, Inc 501,496$24,788,0000.31%
View complete list of FIDELITY shareholders