Altium Wealth Management LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 42 filers reported holding FIDELITY in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of FIDELITY
ValueSharesWeighting
Q4 2019$291,0000.0%5,7100.0%0.04%
-10.3%
Q3 2019$291,000
-1.4%
5,710
-1.7%
0.04%
-9.3%
Q2 2019$295,000
+1.4%
5,8100.0%0.04%
-6.5%
Q1 2019$291,000
+1.4%
5,8100.0%0.05%
-16.4%
Q4 2018$287,0005,8100.06%
Other shareholders
FIDELITY shareholders Q4 2019
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 152,757$7,992,0004.80%
ISLAY CAPITAL MANAGEMENT, LLC 21,253$1,112,0001.29%
Soltis Investment Advisors LLC 27,190$1,423,0000.37%
ASSETMARK, INC 906,150$47,410,0000.34%
Kerntke Otto McGlone Wealth Management Group 5,202$272,0000.25%
LVZ, Inc. 18,932$991,0000.22%
Rehmann Capital Advisory Group 14,922$780,735,0000.11%
IFP Advisors, Inc 16,832$879,0000.07%
RWA WEALTH PARTNERS, LLC 7,099$371,0000.04%
B. Riley Wealth Advisors, Inc. 9,582$502,0000.03%
View complete list of FIDELITY shareholders