Spire Wealth Management - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 58 filers reported holding FIDELITY in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$34,527
+0.4%
722
+0.7%
0.00%0.0%
Q2 2023$34,402
-0.2%
717
+0.8%
0.00%0.0%
Q1 2023$34,476
+101300.0%
711
+0.7%
0.00%
-50.0%
Q4 2022$34
-99.9%
706
+0.6%
0.00%0.0%
Q3 2022$33,000
-2.9%
702
+0.3%
0.00%
+100.0%
Q2 2022$34,000
-2.9%
700
+0.4%
0.00%0.0%
Q1 2022$35,000
-2.8%
697
+0.3%
0.00%0.0%
Q4 2021$36,0000.0%695
+0.1%
0.00%0.0%
Q3 2021$36,0000.0%694
+0.3%
0.00%0.0%
Q2 2021$36,0000.0%6920.0%0.00%0.0%
Q1 2021$36,0006920.00%
Other shareholders
FIDELITY shareholders Q1 2022
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 52,762$2,625,0001.69%
NORRIS PERNE & FRENCH LLP/MI 349,448$17,392,0001.41%
ISLAY CAPITAL MANAGEMENT, LLC 26,494$1,319,0001.10%
WEALTH MANAGEMENT RESOURCES, INC. 29,636$1,475,0001.02%
Levy Wealth Management Group, LLC 40,011$1,991,0000.83%
LVZ, Inc. 90,881$4,523,0000.63%
GSB Wealth Management, LLC 35,751$1,779,0000.52%
Rehmann Capital Advisory Group 96,512$4,807,859,0000.46%
SCHMIDT P J INVESTMENT MANAGEMENT INC 33,804$1,659,0000.37%
IFP Advisors, Inc 501,496$24,788,0000.31%
View complete list of FIDELITY shareholders