LAKE STREET PRIVATE WEALTH, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$210,756
-3.9%
4,062
+0.2%
0.04%
-2.6%
Q2 2023$219,241
-34.4%
4,054
-32.5%
0.04%
-35.0%
Q1 2022$334,000
-24.8%
6,008
-17.6%
0.06%
-23.1%
Q4 2021$444,0007,2900.08%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2023
NameSharesValueWeighting ↓
David Kennon Inc 271,289$14,109,4906.76%
Madison Wealth Partners, Inc 228,761$11,893,2856.02%
Divergent Wealth Advisors 473,740$24,629,7195.60%
Harvest Investment Advisors, LLC 97,837$5,086,5434.56%
KM Capital Management Ltd. 120,614$6,270,7694.29%
jvl associates llc 125,097$6,503,7933.35%
TCP Asset Management, LLC 135,919$7,066,4293.02%
Commonwealth Financial Services, LLC 142,124$7,389,0462.20%
Pinnacle Family Advisors, LLC 58,586$3,045,9121.74%
Analyst IMS Investment Management Services Ltd. 517,113$26,8331.68%
View complete list of FIDELITY COMWLTH TR shareholders