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 | $2,059,791 | +15.4% | 47,286 | +20.3% | 1.11% | +17.5% |
Q2 2023 | $1,784,985 | +41.1% | 39,300 | +42.9% | 0.94% | +23.7% |
Q1 2023 | $1,265,276 | +823.6% | 27,506 | +949.4% | 0.76% | +764.8% |
Q1 2021 | $137,000 | -3.5% | 2,621 | 0.0% | 0.09% | -12.9% |
Q4 2020 | $142,000 | -0.7% | 2,621 | 0.0% | 0.10% | -9.8% |
Q3 2020 | $143,000 | +1.4% | 2,621 | 0.0% | 0.11% | -1.8% |
Q2 2020 | $141,000 | +3.7% | 2,621 | 0.0% | 0.11% | -9.5% |
Q1 2020 | $136,000 | 0.0% | 2,621 | 0.0% | 0.13% | +21.2% |
Q4 2019 | $136,000 | – | 2,621 | – | 0.10% | – |
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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% |