Creative Planning - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 99 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$3,764,425
-24.9%
86,419
-21.7%
0.01%
-28.6%
Q2 2023$5,010,342
-5.5%
110,311
-4.2%
0.01%
-12.5%
Q1 2023$5,299,281
-45.1%
115,202
-46.1%
0.01%
-46.7%
Q4 2022$9,644,598
+2180.0%
213,910
+2146.0%
0.02%
+1400.0%
Q3 2022$423,000
-5.2%
9,524
-0.7%
0.00%0.0%
Q2 2022$446,000
-9.5%
9,593
-3.2%
0.00%0.0%
Q1 2022$493,000
-23.0%
9,911
-17.9%
0.00%0.0%
Q4 2021$640,000
-2.3%
12,067
-2.2%
0.00%0.0%
Q3 2021$655,000
-14.3%
12,335
-13.9%
0.00%0.0%
Q2 2021$764,000
+29.5%
14,319
+27.2%
0.00%0.0%
Q1 2021$590,000
+193.5%
11,253
+190.0%
0.00%0.0%
Q4 2019$201,000
+6600.0%
3,880
+5962.5%
0.00%
Q2 2017$3,000
+200.0%
64
+357.1%
0.00%
Q1 2017$1,0000.0%140.0%0.00%
Q4 2016$1,000140.00%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2019
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 383,055$20,310,0007.25%
COUNTRY TRUST BANK 4,295,003$227,721,0006.18%
Braun-Bostich & Associates Inc. 475,527$24,723,0005.89%
CMH Wealth Management LLC 362,345$19,212,0005.79%
WEALTH MANAGEMENT RESOURCES, INC. 152,712$8,097,0005.21%
AFFINITY WEALTH MANAGEMENT LLC 475,527$24,723,0005.10%
Hofer & Associates. Inc 103,430$5,484,0004.97%
LVZ, Inc. 607,539$32,212,0004.31%
SENTINEL PENSION ADVISORS INC 234,676$12,443,0003.92%
BAKER BOYER NATIONAL BANK 157,038$8,326,0003.83%
View complete list of FIDELITY MERRIMACK STR TR shareholders