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 Q4 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
Q2 2024$6,134
-0.2%
1250.0%0.01%
-16.7%
Q4 2023$6,149
+2.9%
1250.0%0.01%
+20.0%
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 ↓
Dentgroup LLC 11,730$575,5910.46%
GSB Wealth Management, LLC 33,114$1,624,8850.44%
Levy Wealth Management Group, LLC 31,782$1,559,5240.40%
ISLAY CAPITAL MANAGEMENT, LLC 9,172$450,0700.32%
Regal Investment Advisors LLC 72,696$3,567,2040.23%
McGlone Suttner Wealth Management, Inc. 13,289$653,7050.13%
Vestmark Advisory Solutions, Inc. 52,306$2,566,6550.11%
WNY Asset Management, LLC 15,285$750,0350.10%
HoyleCohen, LLC 22,366$1,097,4800.08%
Soltis Investment Advisors LLC 13,617$668,1860.07%
View complete list of FIDELITY shareholders