LIBERTY WEALTH MANAGEMENT LLC - FIDELITY ownership

FIDELITY's ticker is FCOR and the CUSIP is 316188101. A total of 45 filers reported holding FIDELITY in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2021$13,0000.0%228
+0.4%
0.01%0.0%
Q2 2021$13,000
+8.3%
227
+0.9%
0.01%
-16.7%
Q1 2021$12,0000.0%2250.0%0.01%0.0%
Q4 2020$12,0000.0%225
+1.4%
0.01%
-14.3%
Q3 2020$12,0000.0%222
+0.5%
0.01%
-12.5%
Q2 2020$12,000
+9.1%
221
+0.9%
0.01%
-20.0%
Q1 2020$11,0000.0%219
+0.9%
0.01%
+11.1%
Q4 2019$11,0000.0%217
+0.9%
0.01%
-10.0%
Q3 2019$11,0000.0%215
+0.5%
0.01%0.0%
Q2 2019$11,000
+10.0%
214
+0.9%
0.01%
+25.0%
Q1 2019$10,0000.0%212
+1.0%
0.01%
+14.3%
Q4 2018$10,0002100.01%
Other shareholders
FIDELITY shareholders Q3 2023
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 376,540$21,059,0009.41%
PROFESSIONAL PLANNING 96,397$5,389,0004.11%
Financial Partners Group, Inc 38,989$2,180,0000.75%
ISLAY CAPITAL MANAGEMENT, LLC 10,340$578,0000.60%
High Falls Advisors, Inc 26,610$1,0000.35%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 61,364$3,447,0000.30%
HBW ADVISORY SERVICES LLC 12,326$689,0000.28%
GeoWealth Management, LLC 5,941$331,0000.10%
RWA WEALTH PARTNERS, LLC 15,375$860,0000.09%
Stratos Investment Management, LLC 3,851$215,0000.08%
View complete list of FIDELITY shareholders