Beta Wealth Group, Inc. - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$13,080,821
+9.8%
300,294
+14.5%
7.73%
+12.4%
Q2 2023$11,911,657
+6.0%
262,256
+7.4%
6.88%
+7.1%
Q1 2023$11,234,447244,2276.43%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 2,094,466$91,234,92824.62%
Presidio Capital Management, LLC 501,302$21,836,72319.18%
CPA Asset Management LLC 491,598$21,414,00915.02%
Goodwin Investment Advisory 522,298$22,751,29813.46%
Sunburst Financial Group, LLC 816,722$35,576,39312.55%
Blue Chip Partners, LLC 2,153,777$93,818,51111.18%
Legacy Wealth Management, Inc 2,772,731$120,780,14910.56%
Drake & Associates, LLC 463,579$20,193,4829.15%
REGIMEN WEALTH, LLC 498,628$21,720,2488.92%
Coyle Financial Counsel LLC 446,230$19,437,7968.14%
View complete list of FIDELITY MERRIMACK STR TR shareholders