SVB WEALTH LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 53 filers reported holding FIDELITY in Q3 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 Q3 2021
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 129,160$6,550,0004.93%
FLOW TRADERS U.S. LLC 60,890$3,088,0000.20%
LVZ, Inc. 14,008$710,0000.16%
Rehmann Capital Advisory Group 14,578$739,276,0000.09%
B. Riley Wealth Advisors, Inc. 14,769$749,0000.08%
GREATMARK INVESTMENT PARTNERS, INC. 4,850$246,0000.07%
RWA WEALTH PARTNERS, LLC 13,146$667,0000.07%
Mascoma Wealth Management LLC 2,000$101,0000.06%
Altium Wealth Management LLC 5,810$295,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 76,715$3,890,0000.03%
View complete list of FIDELITY shareholders