LIBERTY WEALTH MANAGEMENT LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 68 filers reported holding FIDELITY MERRIMACK STR TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2021$21,0000.0%396
+0.3%
0.01%
-12.5%
Q2 2021$21,000
+16.7%
395
+16.2%
0.01%
-11.1%
Q1 2021$18,0000.0%3400.0%0.01%0.0%
Q4 2020$18,0000.0%340
+1.8%
0.01%
-18.2%
Q3 2020$18,000
-35.7%
334
-35.1%
0.01%
-45.0%
Q2 2020$28,000
+3.7%
515
+0.4%
0.02%
-16.7%
Q1 2020$27,000
+3.8%
513
+0.2%
0.02%
+20.0%
Q4 2019$26,0000.0%512
+0.4%
0.02%
-20.0%
Q3 2019$26,0000.0%510
+0.4%
0.02%
+8.7%
Q2 2019$26,000
+160.0%
508
+141.9%
0.02%
+187.5%
Q1 2019$10,0000.0%210
+1.0%
0.01%
+14.3%
Q4 2018$10,0002080.01%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q1 2019
NameSharesValueWeighting ↓
Epstein & White Financial LLC 464,925$23,217,00013.33%
CMH Wealth Management LLC 328,520$16,413,0009.94%
Cornerstone Wealth Group, LLC 499,942$24,977,0006.27%
LVZ, Inc. 305,737$15,275,0003.57%
Nikulski Financial, Inc. 24,544$1,226,0001.19%
VICUS CAPITAL 133,015$6,781,0001.07%
Brinker Capital Investments, LLC 664,963$33,222,0001.06%
Simplicity Solutions, LLC 316,983$15,836,0000.95%
AE Wealth Management LLC 207,939$10,389,0000.72%
LADENBURG THALMANN FINANCIAL SERVICES INC. 1,227,024$61,303,0000.47%
View complete list of FIDELITY MERRIMACK STR TR shareholders