Lucia Wealth Services, LLC - FS INVT CORP ownership

FS INVT CORP's ticker is FSKXXXX and the CUSIP is 302635107. A total of 323 filers reported holding FS INVT CORP in Q4 2018. The put-call ratio across all filers is 15.85 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of FS INVT CORP
ValueSharesWeighting
Q1 2020$135,000
-14.0%
45,037
+75.8%
0.04%
-6.2%
Q4 2019$157,000
-37.9%
25,622
-40.9%
0.05%
-42.9%
Q3 2019$253,000
-22.4%
43,371
-20.7%
0.08%
-25.0%
Q2 2019$326,000
-40.9%
54,674
-40.0%
0.11%
-40.7%
Q1 2019$552,000
+57.3%
91,187
+34.4%
0.19%
+14.5%
Q4 2018$351,00067,8500.16%
Other shareholders
FS INVT CORP shareholders Q4 2018
NameSharesValueWeighting ↓
Patriot Financial Group Insurance Agency, LLC 842,259$7,286,0006.51%
Muzinich & Co., Inc. 7,743,729$65,435,0006.48%
Arete Wealth Advisors, LLC 760,375$6,425,0002.56%
Gilbert & Cook, Inc. 811,993$6,861,0002.51%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 718,666$6,073,0001.98%
Canal Capital Management, LLC 344,342$2,910,0001.72%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 974,141$8,231,0001.34%
WealthPLAN Partners, LLC 480,203$4,058,0001.14%
NATIONAL PLANNING CORP 1,175,203$9,930,0000.83%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 36,450$308,0000.82%
View complete list of FS INVT CORP shareholders