SteelPeak Wealth, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$459,020
-3.9%
8,8290.0%0.03%
+3.6%
Q2 2023$477,473
+11.3%
8,829
-1.3%
0.03%
-3.4%
Q1 2023$428,817
+17.0%
8,9430.0%0.03%
+7.4%
Q4 2022$366,3958,9430.03%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2022
NameSharesValueWeighting ↓
Silicon Valley Capital Partners 19,792$5,145,0002.58%
Pinnacle Family Advisors, LLC 8,843$2,299,0001.55%
Townsend & Associates, Inc 4,941$1,284,0001.47%
SMITH CHAS P & ASSOCIATES PA CPAS 37,636$9,784,0001.33%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,392$4,001,0001.26%
Questar Asset Management, Inc. 4,093$1,064,0001.25%
CRA Financial Services, LLC 4,480$1,165,0000.84%
Kovack Advisors, Inc. 10,914$2,837,0000.83%
Sowell Financial Services LLC 21,187$5,508,0000.78%
FinTrust Capital Advisors, LLC 5,075$1,319,0000.65%
View complete list of FIDELITY COMWLTH TR shareholders