FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 5 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,134 | +9.2% | 13,203 | +13.9% | 0.22% | +14.7% |
| Q2 2023 | $526,579 | -15.8% | 11,594 | -14.7% | 0.19% | -20.8% |
| Q1 2023 | $625,274 | +2.2% | 13,593 | +0.0% | 0.24% | -4.4% |
| Q4 2022 | $611,925 | +1.3% | 13,592 | 0.0% | 0.25% | -8.4% |
| Q3 2022 | $604,000 | -5.3% | 13,592 | -0.9% | 0.27% | -4.5% |
| Q2 2022 | $638,000 | -44.5% | 13,714 | -40.6% | 0.29% | -38.4% |
| Q1 2022 | $1,149,000 | -8.6% | 23,087 | -2.7% | 0.47% | -16.3% |
| Q4 2021 | $1,257,000 | – | 23,717 | – | 0.56% | – |
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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% |