Mascoma Wealth Management 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
Mascoma Wealth Management LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$15,692,221
+5.3%
360,244
+8.6%
4.91%
+7.4%
Q2 2023$14,908,611331,5974.57%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2023
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 1,997,662$90,733,82824.27%
Presidio Capital Management, LLC 660,216$29,987,00824.02%
CPA Asset Management LLC 474,569$21,554,92415.49%
Goodwin Investment Advisory 513,231$23,310,96713.61%
Drake & Associates, LLC 453,050$20,577,5459.20%
REGIMEN WEALTH, LLC 445,862$20,251,0528.40%
Navalign, LLC 437,137$19,854,7637.92%
Sunburst Financial Group, LLC 485,060$22,031,4257.69%
WEALTH MANAGEMENT RESOURCES, INC. 288,649$13,110,4747.62%
Shakespeare Wealth Management, LLC 475,149$21,581,2737.38%
View complete list of FIDELITY MERRIMACK STR TR shareholders