SVB WEALTH LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 55 filers reported holding FIDELITY in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2021
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