FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 342 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,114,728 | -5.7% | 186,289 | -1.6% | 2.43% | -5.8% |
| Q2 2023 | $8,600,796 | -12.0% | 189,361 | -10.9% | 2.58% | -16.6% |
| Q1 2023 | $9,777,615 | +0.3% | 212,557 | -1.9% | 3.10% | -5.3% |
| Q4 2022 | $9,752,785 | -0.9% | 216,632 | -2.2% | 3.27% | -10.9% |
| Q3 2022 | $9,844,000 | +24.2% | 221,573 | +30.1% | 3.67% | +30.8% |
| Q2 2022 | $7,923,000 | -41.1% | 170,267 | -37.0% | 2.81% | -33.0% |
| Q1 2022 | $13,455,000 | – | 270,335 | – | 4.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 403,175 | $20,062,000 | 7.22% |
| WestHill Financial Advisors, Inc. | 500,533 | $24,912,000 | 7.19% |
| COUNTRY TRUST BANK | 4,558,877 | $226,895,000 | 6.34% |
| CMH Wealth Management LLC | 354,390 | $17,638,000 | 5.42% |
| WEALTH MANAGEMENT RESOURCES, INC. | 155,691 | $7,749,000 | 5.35% |
| Hofer & Associates. Inc | 114,403 | $5,694,000 | 5.01% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,816 | $23,191,000 | 4.70% |
| LVZ, Inc. | 624,920 | $31,102,000 | 4.33% |
| Financial Planners of Cleveland, Inc. | 201,990 | $10,053,000 | 4.22% |
| Great Point Wealth Advisors, LLC | 270,335 | $13,455,000 | 4.19% |