NICOLET ADVISORY SERVICES, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 56 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
NICOLET ADVISORY SERVICES, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$708,342
-6.9%
14,878
-6.5%
0.08%
-6.0%
Q2 2023$760,675
-5.7%
15,916
-3.7%
0.08%
-10.8%
Q1 2023$806,547
-1.0%
16,531
-1.8%
0.09%
-13.9%
Q4 2022$814,620
+1.7%
16,831
-0.3%
0.11%
-17.6%
Q3 2022$801,000
-14.3%
16,883
-11.9%
0.13%
-5.8%
Q2 2022$935,000
-1.7%
19,165
-0.3%
0.14%
+12.1%
Q1 2022$951,000
-5.0%
19,230
-0.5%
0.12%
+0.8%
Q4 2021$1,001,000
-1.9%
19,330
-1.0%
0.12%
-4.7%
Q3 2021$1,020,000
-0.2%
19,5230.0%0.13%
-3.0%
Q2 2021$1,022,000
+0.1%
19,5230.0%0.13%
-7.0%
Q1 2021$1,021,000
-1.1%
19,5230.0%0.14%
-1.4%
Q4 2020$1,032,00019,5230.14%
Other shareholders
FIDELITY shareholders Q3 2023
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