OneDigital Investment Advisors LLC - FIDELITY MERRIMACK STR TR ownership

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
OneDigital Investment Advisors LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$1,267,392
+15.7%
29,095
+20.7%
0.03%
+12.5%
Q2 2023$1,095,265
+9.9%
24,114
+11.3%
0.02%
+4.3%
Q1 2023$996,72821,6680.02%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Kerntke Otto McGlone Wealth Management Group 392,827$20,949,0008.36%
Shakespeare Wealth Management, LLC 358,205$19,182,0007.39%
CMH Wealth Management LLC 356,340$19,004,0006.35%
COUNTRY TRUST BANK 3,508,535$187,110,0005.55%
Insight Wealth Partners, LLC 182,676$9,742,0005.19%
LVZ, Inc. 567,919$30,287,0004.46%
SENTINEL PENSION ADVISORS INC 200,016$10,667,0003.74%
VICUS CAPITAL 387,804$20,682,0003.37%
RWA WEALTH PARTNERS, LLC 815,695$43,501,0003.25%
BAKER BOYER NATIONAL BANK 131,754$6,129,0003.11%
View complete list of FIDELITY MERRIMACK STR TR shareholders