FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,107 | -3.9% | 1,310 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $70,845 | +12.8% | 1,310 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $62,815 | +13.6% | 1,310 | -3.0% | 0.02% | +6.2% |
| Q4 2022 | $55,310 | -1.2% | 1,350 | 0.0% | 0.02% | -15.8% |
| Q3 2022 | $56,000 | -25.3% | 1,350 | 0.0% | 0.02% | -17.4% |
| Q1 2022 | $75,000 | -8.5% | 1,350 | 0.0% | 0.02% | -8.0% |
| Q4 2021 | $82,000 | – | 1,350 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 285,647 | $11,702,946 | 6.09% |
| Madison Wealth Partners, Inc | 237,787 | $9,742,114 | 5.68% |
| Divergent Wealth Advisors | 479,527 | $19,646,215 | 4.92% |
| LJI Wealth Management, LLC | 331,670 | $13,588,507 | 4.76% |
| Ullmann Wealth Partners Group, LLC | 429,114 | $17,580,814 | 4.32% |
| FOCUS Wealth Advisors, LLC | 152,438 | $6,245,397 | 4.32% |
| Harvest Investment Advisors, LLC | 100,510 | $4,117,895 | 3.87% |
| jvl associates llc | 124,190 | $5,088,064 | 2.96% |
| KM Capital Management Ltd. | 63,436 | $2,599,010 | 2.58% |
| HOLLENCREST CAPITAL MANAGEMENT | 371,708 | $15,228,877 | 1.88% |