BEAM WEALTH ADVISORS, INC. - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2022$1,803,000
+40.0%
40,576
+46.6%
2.01%
+40.4%
Q2 2022$1,288,000
+315.5%
27,686
+361.8%
1.43%
+365.8%
Q1 2020$310,000
-73.4%
5,995
-73.4%
0.31%
-71.7%
Q4 2019$1,165,00022,5091.09%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kerntke Otto McGlone Wealth Management Group 392,827$20,949,0008.36%
Shakespeare Wealth Management, LLC 358,205$19,182,0007.39%
CMH Wealth Management LLC 356,340$19,004,0006.35%
COUNTRY TRUST BANK 3,508,535$187,110,0005.55%
Insight Wealth Partners, LLC 182,676$9,742,0005.19%
LVZ, Inc. 567,919$30,287,0004.46%
SENTINEL PENSION ADVISORS INC 200,016$10,667,0003.74%
VICUS CAPITAL 387,804$20,682,0003.37%
RWA WEALTH PARTNERS, LLC 815,695$43,501,0003.25%
BAKER BOYER NATIONAL BANK 131,754$6,129,0003.11%
View complete list of FIDELITY MERRIMACK STR TR shareholders