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 ↓
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