Mascoma Wealth Management LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 60 filers reported holding FIDELITY in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of FIDELITY
ValueSharesWeighting
Q1 2022$174,000
+12.3%
3,500
+16.7%
0.06%
+1.9%
Q4 2021$155,000
+198.1%
3,000
+200.0%
0.05%
+170.0%
Q3 2021$52,0000.0%1,0000.0%0.02%
-9.1%
Q1 2021$52,000
-48.5%
1,000
-50.0%
0.02%
-65.1%
Q2 2019$101,000
+1.0%
2,0000.0%0.06%
-6.0%
Q1 2019$100,000
+300.0%
2,000
+300.0%
0.07%
+252.6%
Q4 2018$25,000
-13.8%
500
-15.3%
0.02%
+5.6%
Q4 2017$29,000
-3.3%
5900.0%0.02%
-10.0%
Q3 2017$30,0005900.02%
Other shareholders
FIDELITY shareholders Q4 2021
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 52,762$2,625,0001.69%
NORRIS PERNE & FRENCH LLP/MI 349,448$17,392,0001.41%
ISLAY CAPITAL MANAGEMENT, LLC 26,494$1,319,0001.10%
WEALTH MANAGEMENT RESOURCES, INC. 29,636$1,475,0001.02%
Levy Wealth Management Group, LLC 40,011$1,991,0000.83%
LVZ, Inc. 90,881$4,523,0000.63%
GSB Wealth Management, LLC 35,751$1,779,0000.52%
Rehmann Capital Advisory Group 96,512$4,807,859,0000.46%
SCHMIDT P J INVESTMENT MANAGEMENT INC 33,804$1,659,0000.37%
IFP Advisors, Inc 501,496$24,788,0000.31%
View complete list of FIDELITY shareholders