FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $412,905 | +32.4% | 9,479 | +38.0% | 0.01% | +50.0% |
Q2 2023 | $311,945 | +45.7% | 6,868 | +47.5% | 0.01% | +50.0% |
Q1 2023 | $214,130 | +67.0% | 4,655 | +63.4% | 0.00% | +33.3% |
Q4 2022 | $128,217 | +133.1% | 2,848 | +128.8% | 0.00% | +200.0% |
Q3 2022 | $55,000 | – | 1,245 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |