Steward Partners Investment Advisory, LLC - FIDELITY COMWLTH TR ownership

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FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$60,308
+69.0%
1,160
+75.8%
0.00%0.0%
Q2 2023$35,693
+12.8%
6600.0%0.00%0.0%
Q1 2023$31,647
+17.0%
6600.0%0.00%–
Q4 2022$27,040
+0.1%
6600.0%0.00%
-100.0%
Q3 2022$27,000
-3.6%
6600.0%0.00%0.0%
Q2 2022$28,000
-24.3%
6600.0%0.00%0.0%
Q1 2022$37,0000.0%660
+8.2%
0.00%0.0%
Q4 2021$37,000
+8.8%
6100.0%0.00%0.0%
Q3 2021$34,0000.0%6100.0%0.00%0.0%
Q2 2021$34,000
-100.0%
610
+26.0%
0.00%
-50.0%
Q1 2021$248,558,000
+801700.0%
484
+693.4%
0.00%
+100.0%
Q4 2020$31,000
+19.2%
610.0%0.00%0.0%
Q3 2020$26,000
+44.4%
61
+32.6%
0.00%0.0%
Q2 2020$18,000
+38.5%
460.0%0.00%–
Q1 2020$13,000
-18.8%
460.0%0.00%–
Q4 2019$16,000
+14.3%
460.0%0.00%–
Q3 2019$14,0000.0%460.0%0.00%
-100.0%
Q2 2019$14,000–46–0.00%–
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Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2023
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