SteelPeak Wealth, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 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 Q1 2023
NameSharesValueWeighting ↓
David Kennon Inc 285,647$11,702,9466.09%
Madison Wealth Partners, Inc 237,787$9,742,1145.68%
Divergent Wealth Advisors 479,527$19,646,2154.92%
LJI Wealth Management, LLC 331,670$13,588,5074.76%
Ullmann Wealth Partners Group, LLC 429,114$17,580,8144.32%
FOCUS Wealth Advisors, LLC 152,438$6,245,3974.32%
Harvest Investment Advisors, LLC 100,510$4,117,8953.87%
jvl associates llc 124,190$5,088,0642.96%
KM Capital Management Ltd. 63,436$2,599,0102.58%
HOLLENCREST CAPITAL MANAGEMENT 371,708$15,228,8771.88%
View complete list of FIDELITY COMWLTH TR shareholders