Landmark Wealth Management, LLC - FIDELITY COMWLTH TR ownership

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%.

Quarter-by-quarter ownership
Landmark Wealth Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$366
-2.4%
7,032
-10.0%
0.21%
-0.5%
Q1 2023$375
+42.6%
7,812
+21.6%
0.21%
+10.0%
Q4 2022$263
-99.9%
6,425
-30.9%
0.19%
-34.9%
Q3 2022$385,000
-72.3%
9,299
+568.0%
0.29%
+521.3%
Q1 2022$1,392,0001,3920.05%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2023
NameSharesValueWeighting ↓
David Kennon Inc 287,510$11,914,0006.55%
Madison Wealth Partners, Inc 232,083$9,618,0006.29%
Divergent Wealth Advisors 472,438$19,578,0005.30%
Focused Wealth Management, Inc 581,433$24,095,0005.05%
FOCUS Wealth Advisors, LLC 159,844$6,624,0004.69%
Ullmann Wealth Partners Group, LLC 407,993$16,907,0004.66%
EQ LLC 77,584$3,215,0002.78%
Analyst IMS Investment Management Services Ltd. 525,785$22,146,0002.16%
Regal Investment Advisors LLC 405,071$16,786,0001.77%
SMITH CHAS P & ASSOCIATES PA CPAS 408,112$16,912,0001.44%
View complete list of FIDELITY COMWLTH TR shareholders