Cassady Schiller Wealth Management, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$17,677
-3.9%
3400.0%0.01%0.0%
Q2 2023$18,387
+12.8%
3400.0%0.01%
+25.0%
Q1 2023$16,303
+17.0%
3400.0%0.01%
-11.1%
Q4 2022$13,930
-33.7%
3400.0%0.01%
-30.8%
Q4 2021$21,0003400.01%
Other shareholders
FIDELITY COMWLTH TR shareholders Q1 2022
NameSharesValueWeighting ↓
David Kennon Inc 287,510$11,914,0006.55%
Madison Wealth Partners, Inc 232,083$9,618,0006.29%
Divergent Wealth Advisors 472,438$19,578,0005.30%
Focused Wealth Management, Inc 581,433$24,095,0005.05%
FOCUS Wealth Advisors, LLC 159,844$6,624,0004.69%
Ullmann Wealth Partners Group, LLC 407,993$16,907,0004.66%
EQ LLC 77,584$3,215,0002.78%
Analyst IMS Investment Management Services Ltd. 525,785$22,146,0002.16%
Regal Investment Advisors LLC 405,071$16,786,0001.77%
SMITH CHAS P & ASSOCIATES PA CPAS 408,112$16,912,0001.44%
View complete list of FIDELITY COMWLTH TR shareholders