Beaumont Financial Partners, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2022$942,000
-4.5%
21,196
+0.0%
0.09%
+2.3%
Q2 2022$986,000
-6.5%
21,194
-0.0%
0.09%
+10.0%
Q1 2022$1,055,000
+16.3%
21,203
+23.9%
0.08%
+21.2%
Q4 2021$907,000
-39.4%
17,111
-39.2%
0.07%
-42.6%
Q3 2021$1,497,000
+194.7%
28,123
+195.5%
0.12%
+194.9%
Q2 2021$508,000
-5.9%
9,517
-7.7%
0.04%
-15.2%
Q1 2021$540,000
+110.1%
10,309
+119.1%
0.05%
+84.0%
Q3 2020$257,000
-1.9%
4,706
-3.1%
0.02%
-7.4%
Q2 2020$262,0004,8560.03%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2022
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 403,175$20,062,0007.22%
WestHill Financial Advisors, Inc. 500,533$24,912,0007.19%
COUNTRY TRUST BANK 4,558,877$226,895,0006.34%
CMH Wealth Management LLC 354,390$17,638,0005.42%
WEALTH MANAGEMENT RESOURCES, INC. 155,691$7,749,0005.35%
Hofer & Associates. Inc 114,403$5,694,0005.01%
AFFINITY WEALTH MANAGEMENT LLC 475,816$23,191,0004.70%
LVZ, Inc. 624,920$31,102,0004.33%
Financial Planners of Cleveland, Inc. 201,990$10,053,0004.22%
Great Point Wealth Advisors, LLC 270,335$13,455,0004.19%
View complete list of FIDELITY MERRIMACK STR TR shareholders