WealthPLAN Partners, LLC - FUNDAMENTAL INVS ownership

FUNDAMENTAL INVS's ticker is and the CUSIP is 360802102. A total of 7 filers reported holding FUNDAMENTAL INVS 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 FUNDAMENTAL INVS
ValueSharesWeighting
Q2 2016$46,780,000
+118.2%
900
+112.8%
0.01%
+100.0%
Q4 2015$21,438,0004230.00%
Other shareholders
FUNDAMENTAL INVS shareholders Q3 2023
NameSharesValueWeighting ↓
INDEPENDENT INVESTORS INC 8,976$556,0000.18%
Lake Point Wealth Management 2,681$166,0000.06%
QCI ASSET MANAGEMENT INC/NY 4,710$292,0000.02%
NORTH STAR ASSET MANAGEMENT INC 3,894$241,0000.02%
Chevy Chase Trust Holdings, LLC 695$43,0000.00%
View complete list of FUNDAMENTAL INVS shareholders