Coston, McIsaac & Partners - Fidelity Tr 500 Index Ins Prem ownership

Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 18 filers reported holding Fidelity Tr 500 Index Ins Prem in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of Fidelity Tr 500 Index Ins Prem
ValueSharesWeighting
Q3 2023$557
-3.3%
3,730
+0.4%
0.21%
+6.6%
Q2 2023$576
+7.7%
3,715
-0.8%
0.20%
-0.5%
Q1 2023$535
+7.4%
3,7440.0%0.20%
+2.6%
Q4 2022$498
-99.9%
3,744
+0.9%
0.19%
-8.1%
Q3 2022$463,0003,7090.21%
Other shareholders
Fidelity Tr 500 Index Ins Prem shareholders Q1 2023
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 269,819$28,040,00020.54%
Grace Capital 12,086$1,256,0001.27%
Almanack Investment Partners, LLC. 43,475$4,518,0000.88%
GOFEN & GLOSSBERG LLC /IL/ 190,873$19,836,0000.67%
ALBION FINANCIAL GROUP /UT 12,805$1,331,0000.17%
THOMAS STORY & SON LLC 2,791$290,0000.15%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,483$258,0000.11%
TOCQUEVILLE ASSET MANAGEMENT L.P. 73,418$7,630,0000.10%
Winthrop Partners - WNY, LLC 1,363$141,714,0000.10%
TRADITION ASSET MANAGEMENT LLC 3,293$342,0000.09%
View complete list of Fidelity Tr 500 Index Ins Prem shareholders