WealthPLAN Partners, LLC - FIDELITY SECS FD OTC PORTFOLIO ownership

FIDELITY SECS FD OTC PORTFOLIO's ticker is and the CUSIP is 316389105. A total of 1 filers reported holding FIDELITY SECS FD OTC PORTFOLIO in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of FIDELITY SECS FD OTC PORTFOLIO
ValueSharesWeighting
Q2 2016$78,444,0001,0070.01%
Other shareholders
FIDELITY SECS FD OTC PORTFOLIO shareholders Q3 2023
NameSharesValueWeighting ↓
CARRET ASSET MANAGEMENT, LLC 34,995$563,4170.08%
View complete list of FIDELITY SECS FD OTC PORTFOLIO shareholders