Live Oak Investment Partners - FIDELITY ownership

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 Q4 2023
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 183,538$9,506,0003.92%
Beaumont Capital Management, LLC 54,189$2,806,0001.62%
NORRIS PERNE & FRENCH LLP/MI 353,626$18,314,0001.42%
WEALTH MANAGEMENT RESOURCES, INC. 39,121$2,026,0001.30%
ISLAY CAPITAL MANAGEMENT, LLC 32,778$1,698,0001.28%
LVZ, Inc. 176,531$9,143,0001.22%
Levy Wealth Management Group, LLC 39,702$2,056,0000.93%
GSB Wealth Management, LLC 35,052$1,815,0000.52%
Community Financial Services Group, LLC 34,260$1,774,0000.44%
Rehmann Capital Advisory Group 89,244$4,620,096,0000.43%
View complete list of FIDELITY shareholders