Klaas Financial Asset Advisors, LLC - 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
Klaas Financial Asset Advisors, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2022$108,000
-30.8%
2,426
-27.5%
0.03%
-30.8%
Q2 2022$156,000
-38.6%
3,344
-34.5%
0.04%
-32.8%
Q1 2022$254,000
-34.4%
5,107
-30.0%
0.06%
-33.3%
Q4 2021$387,000
-14.8%
7,296
-14.5%
0.09%
-21.6%
Q3 2021$454,000
-19.8%
8,536
-19.4%
0.11%
-21.8%
Q2 2021$566,000
+0.9%
10,587
-1.0%
0.14%
-9.0%
Q1 2021$561,000
-30.3%
10,699
-27.8%
0.16%
-10.3%
Q4 2020$805,00014,8090.17%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 383,055$20,310,0007.25%
COUNTRY TRUST BANK 4,295,003$227,721,0006.18%
Braun-Bostich & Associates Inc. 475,527$24,723,0005.89%
CMH Wealth Management LLC 362,345$19,212,0005.79%
WEALTH MANAGEMENT RESOURCES, INC. 152,712$8,097,0005.21%
AFFINITY WEALTH MANAGEMENT LLC 475,527$24,723,0005.10%
Hofer & Associates. Inc 103,430$5,484,0004.97%
LVZ, Inc. 607,539$32,212,0004.31%
SENTINEL PENSION ADVISORS INC 234,676$12,443,0003.92%
BAKER BOYER NATIONAL BANK 157,038$8,326,0003.83%
View complete list of FIDELITY MERRIMACK STR TR shareholders