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 ↓
B. Riley Wealth Advisors, Inc. 56,796$2,844,0000.06%
WFG Advisors, LP 4,600$230,0000.05%
JPMORGAN CHASE & CO 600,141$30,049,0000.01%
Commonwealth Equity Services, Inc 8,645$433,0000.01%
Ironwood Financial, llc 130$7,0000.00%
UBS Group AG 1,254$63,0000.00%
View complete list of FIDELITY shareholders