Live Oak Investment Partners - 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
Live Oak Investment Partners ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$5,975
-0.4%
1250.0%0.01%0.0%
Q2 2023$6,000
-0.9%
1250.0%0.01%0.0%
Q1 2023$6,057
+1.0%
1250.0%0.01%
-16.7%
Q4 2022$5,9961250.01%
Other shareholders
FIDELITY shareholders Q3 2023
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 129,160$6,550,0004.93%
FLOW TRADERS U.S. LLC 60,890$3,088,0000.20%
LVZ, Inc. 14,008$710,0000.16%
Rehmann Capital Advisory Group 14,578$739,276,0000.09%
B. Riley Wealth Advisors, Inc. 14,769$749,0000.08%
GREATMARK INVESTMENT PARTNERS, INC. 4,850$246,0000.07%
RWA WEALTH PARTNERS, LLC 13,146$667,0000.07%
Mascoma Wealth Management LLC 2,000$101,0000.06%
Altium Wealth Management LLC 5,810$295,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 76,715$3,890,0000.03%
View complete list of FIDELITY shareholders