FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,992 | +3.4% | 1,492 | +7.8% | 0.00% | 0.0% |
| Q2 2023 | $62,861 | -1.3% | 1,384 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $63,664 | +2.2% | 1,384 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62,308 | +0.5% | 1,384 | -1.1% | 0.00% | 0.0% |
| Q3 2022 | $62,000 | +5.1% | 1,399 | +10.1% | 0.00% | +33.3% |
| Q2 2022 | $59,000 | -6.3% | 1,271 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $63,000 | -13.7% | 1,271 | -8.2% | 0.00% | 0.0% |
| Q4 2021 | $73,000 | 0.0% | 1,384 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $73,000 | +1725.0% | 1,384 | +1509.3% | 0.00% | – |
| Q1 2021 | $4,000 | – | 86 | – | 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% |