Global Retirement Partners, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 54 filers reported holding FIDELITY in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$505,999
-3.0%
10,628
-2.2%
0.02%0.0%
Q2 2023$521,622
-1.7%
10,8660.0%0.02%
-10.7%
Q1 2023$530,450
+1.8%
10,8660.0%0.03%
-22.2%
Q4 2022$521,242
+1.4%
10,8660.0%0.04%
-7.7%
Q3 2022$514,000
-2.8%
10,8660.0%0.04%
-7.1%
Q2 2022$529,000
-1.1%
10,8660.0%0.04%0.0%
Q1 2022$535,000
-5.8%
10,8660.0%0.04%
-25.0%
Q3 2021$568,000
-0.2%
10,8660.0%0.06%
-3.4%
Q2 2021$569,000
+4641.7%
10,866
+4465.5%
0.06%
+5700.0%
Q1 2021$12,000
-33.3%
238
-29.6%
0.00%
-50.0%
Q4 2020$18,000
-35.7%
338
-37.2%
0.00%
-50.0%
Q3 2020$28,0005380.00%
Other shareholders
FIDELITY shareholders Q2 2022
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 165,750$8,765,0004.51%
LVZ, Inc. 85,672$4,530,0000.76%
ISLAY CAPITAL MANAGEMENT, LLC 14,865$786,0000.71%
Levy Wealth Management Group, LLC 15,018$794,0000.56%
Rehmann Capital Advisory Group 75,969$4,019,880,0000.45%
SCHMIDT P J INVESTMENT MANAGEMENT INC 30,692$1,620,0000.37%
Retirement Group, LLC 11,229$593,0000.27%
Soltis Investment Advisors LLC 27,190$1,438,0000.27%
IFP Advisors, Inc 122,237$6,467,0000.26%
NICOLET ADVISORY SERVICES, LLC 19,523$1,032,0000.14%
View complete list of FIDELITY shareholders