FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 272 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,631,344 | +91.4% | 60,407 | +99.6% | 0.01% | +100.0% |
Q2 2023 | $1,374,585 | +140738.6% | 30,263 | +42.5% | 0.01% | +25.0% |
Q1 2023 | $976 | +11.8% | 21,239 | +9.4% | 0.00% | 0.0% |
Q4 2022 | $873 | -99.9% | 19,409 | +3.4% | 0.00% | 0.0% |
Q3 2022 | $833,000 | +231.9% | 18,771 | +245.1% | 0.00% | +300.0% |
Q2 2022 | $251,000 | +483.7% | 5,440 | +518.9% | 0.00% | – |
Q1 2022 | $43,000 | -64.5% | 879 | -61.8% | 0.00% | -100.0% |
Q4 2021 | $121,000 | +1412.5% | 2,299 | +1345.9% | 0.00% | – |
Q3 2021 | $8,000 | – | 159 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |