| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.06% | 0.10% | 0.12% | Q1 2020 | Q2 2021 | 6 |
| PUZO MICHAEL J | 3 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 5 |
| Sequent Asset Management, LLC | 4 | 4 | 2.70% | 2.77% | 2.88% | Q1 2016 | Q4 2016 | 4 |
| Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 4 |
| Kidder Stephen W | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 4 |
| Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
| Alaska Permanent Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
This page lists all the filers that currently own FIDELITY COMWLTH TR NASD COMP or have owned FIDELITY COMWLTH TR NASD COMP in the past.