Spire Wealth Management - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 172 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$26,714,533
-2.4%
613,281
+1.7%
1.02%
+0.6%
Q2 2023$27,384,173
+3.9%
602,910
+5.3%
1.01%
-1.5%
Q1 2023$26,346,110
+127416.1%
572,742
+25.4%
1.03%
-11.7%
Q4 2022$20,661
-99.9%
456,813
-0.2%
1.16%
-5.9%
Q3 2022$20,339,000
-11.9%
457,787
-7.7%
1.24%
+29.9%
Q2 2022$23,083,000
-28.7%
496,081
-23.7%
0.95%
+9.7%
Q1 2022$32,392,000
-2.1%
649,874
+4.2%
0.87%
+18.1%
Q4 2021$33,098,000
+0.2%
623,782
+0.6%
0.73%
-16.1%
Q3 2021$33,029,000
+4.9%
620,208
+5.9%
0.88%
+2.7%
Q2 2021$31,495,000
+5.9%
585,875
+3.1%
0.85%
+7.7%
Q1 2021$29,748,000568,4840.79%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 2021
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