SVB WEALTH LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 57 filers reported holding FIDELITY in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of FIDELITY
ValueSharesWeighting
Q4 2021$979,000
-0.9%
18,9100.0%0.02%
+23.1%
Q3 2021$988,000
-0.2%
18,9100.0%0.01%0.0%
Q2 2021$990,000
-50.1%
18,910
-50.2%
0.01%
-53.6%
Q1 2021$1,985,00037,9700.03%
Other shareholders
FIDELITY shareholders Q1 2021
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