Spire Wealth Management - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 60 filers reported holding FIDELITY in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 152,757$7,992,0004.80%
ISLAY CAPITAL MANAGEMENT, LLC 21,253$1,112,0001.29%
Soltis Investment Advisors LLC 27,190$1,423,0000.37%
ASSETMARK, INC 906,150$47,410,0000.34%
Kerntke Otto McGlone Wealth Management Group 5,202$272,0000.25%
LVZ, Inc. 18,932$991,0000.22%
Rehmann Capital Advisory Group 14,922$780,735,0000.11%
IFP Advisors, Inc 16,832$879,0000.07%
RWA WEALTH PARTNERS, LLC 7,099$371,0000.04%
B. Riley Wealth Advisors, Inc. 9,582$502,0000.03%
View complete list of FIDELITY shareholders