FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 318 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,517 | -99.4% | 33,402 | +633.3% | 0.33% | +487.5% |
| Q4 2021 | $242,000 | -96.4% | 4,555 | -96.5% | 0.06% | -96.9% |
| Q1 2021 | $6,774,000 | +13.4% | 129,246 | +17.4% | 1.80% | -0.7% |
| Q4 2020 | $5,971,000 | +410.3% | 110,064 | +414.2% | 1.82% | +278.1% |
| Q3 2020 | $1,170,000 | +27.7% | 21,404 | +26.0% | 0.48% | +12.9% |
| Q2 2020 | $916,000 | – | 16,988 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 392,827 | $20,949,000 | 8.36% |
| Shakespeare Wealth Management, LLC | 358,205 | $19,182,000 | 7.39% |
| CMH Wealth Management LLC | 356,340 | $19,004,000 | 6.35% |
| COUNTRY TRUST BANK | 3,508,535 | $187,110,000 | 5.55% |
| Insight Wealth Partners, LLC | 182,676 | $9,742,000 | 5.19% |
| LVZ, Inc. | 567,919 | $30,287,000 | 4.46% |
| SENTINEL PENSION ADVISORS INC | 200,016 | $10,667,000 | 3.74% |
| VICUS CAPITAL | 387,804 | $20,682,000 | 3.37% |
| RWA WEALTH PARTNERS, LLC | 815,695 | $43,501,000 | 3.25% |
| BAKER BOYER NATIONAL BANK | 131,754 | $6,129,000 | 3.11% |