BerganKDV Wealth Management, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2020$1,0000.0%20.0%0.00%
Q2 2020$1,0000.0%20.0%0.00%
Q1 2020$1,0000.0%2
-33.3%
0.00%
Q4 2019$1,0000.0%30.0%0.00%
Q3 2019$1,0000.0%30.0%0.00%
Q2 2019$1,0000.0%3
+50.0%
0.00%
Q1 2019$1,0000.0%20.0%0.00%
Q4 2018$1,0000.0%20.0%0.00%
Q3 2018$1,00020.00%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2020
NameSharesValueWeighting ↓
David Kennon Inc 285,647$11,702,9466.09%
Madison Wealth Partners, Inc 237,787$9,742,1145.68%
Divergent Wealth Advisors 479,527$19,646,2154.92%
LJI Wealth Management, LLC 331,670$13,588,5074.76%
Ullmann Wealth Partners Group, LLC 429,114$17,580,8144.32%
FOCUS Wealth Advisors, LLC 152,438$6,245,3974.32%
Harvest Investment Advisors, LLC 100,510$4,117,8953.87%
jvl associates llc 124,190$5,088,0642.96%
KM Capital Management Ltd. 63,436$2,599,0102.58%
HOLLENCREST CAPITAL MANAGEMENT 371,708$15,228,8771.88%
View complete list of FIDELITY COMWLTH TR shareholders