Cassady Schiller Wealth Management, LLC - FIDELITY COMWLTH TR ownership

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
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 Q3 2023
NameSharesValueWeighting ↓
FOCUS Wealth Advisors, LLC 301,128$16,731,0009.97%
EQ LLC 164,913$9,163,0006.66%
Madison Wealth Partners, Inc 200,156$11,121,0006.22%
Divergent Wealth Advisors 459,730$25,543,0005.30%
Ullmann Wealth Partners Group, LLC 201,164$11,177,0002.86%
Analyst IMS Investment Management Services Ltd. 524,717$29,153,0002.58%
GeoWealth Management, LLC 433,160$24,066,0002.12%
Navis Wealth Advisors, LLC 33,310$1,851,0001.64%
SMITH CHAS P & ASSOCIATES PA CPAS 356,641$19,815,0001.50%
Regal Investment Advisors LLC 286,241$15,904,0001.46%
View complete list of FIDELITY COMWLTH TR shareholders