Integrated Wealth Concepts LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$3,403,914
+1.0%
78,143
+5.3%
0.06%
+3.4%
Q2 2023$3,370,724
+100971.2%
74,212
+2.4%
0.06%
-15.9%
Q1 2023$3,335
+1278.1%
72,500
+1249.3%
0.07%
+885.7%
Q4 2022$242
-99.9%
5,373
+9.9%
0.01%0.0%
Q1 2022$243,000
-19.8%
4,888
-14.4%
0.01%
-22.2%
Q4 2021$303,000
-30.0%
5,712
-29.8%
0.01%
-35.7%
Q3 2021$433,0008,1400.01%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2022
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