Spire Wealth Management - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 54 filers reported holding FIDELITY in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 165,750$8,765,0004.51%
LVZ, Inc. 85,672$4,530,0000.76%
ISLAY CAPITAL MANAGEMENT, LLC 14,865$786,0000.71%
Levy Wealth Management Group, LLC 15,018$794,0000.56%
Rehmann Capital Advisory Group 75,969$4,019,880,0000.45%
SCHMIDT P J INVESTMENT MANAGEMENT INC 30,692$1,620,0000.37%
Retirement Group, LLC 11,229$593,0000.27%
Soltis Investment Advisors LLC 27,190$1,438,0000.27%
IFP Advisors, Inc 122,237$6,467,0000.26%
NICOLET ADVISORY SERVICES, LLC 19,523$1,032,0000.14%
View complete list of FIDELITY shareholders