Valeo Financial Advisors, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 170 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q1 2021$140,000
-2.8%
2,6620.0%0.01%
-14.3%
Q4 2020$144,000
-0.7%
2,6620.0%0.01%
-46.2%
Q3 2020$145,000
+0.7%
2,6620.0%0.01%0.0%
Q2 2020$144,000
+2.1%
2,6620.0%0.01%
-13.3%
Q1 2020$141,000
-14.0%
2,662
-15.8%
0.02%
-6.2%
Q4 2019$164,000
+18.8%
3,162
+18.8%
0.02%
+6.7%
Q3 2019$138,0002,6620.02%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2021
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