FIDELITY MERRIMACK STR TR's ticker is FLDR and the CUSIP is 316188408.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,036 | +0.1% | 8,075 | 0.0% | 0.34% | -0.3% |
| Q4 2022 | $399,551 | +0.1% | 8,075 | 0.0% | 0.34% | +21.1% |
| Q3 2022 | $399,000 | -0.2% | 8,075 | 0.0% | 0.28% | +23.4% |
| Q2 2022 | $400,000 | -1.2% | 8,075 | 0.0% | 0.23% | -2.9% |
| Q1 2022 | $405,000 | -1.0% | 8,075 | 0.0% | 0.24% | -9.5% |
| Q4 2021 | $409,000 | – | 8,075 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 229,920 | $11,390,237 | 6.84% |
| Kraft, Davis & Associates, LLC | 130,812 | $6,466,029 | 2.43% |
| Secure Asset Management, LLC | 83,878 | $4,155,306 | 1.24% |
| Seed Wealth Management, Inc. | 13,000 | $644,020 | 0.72% |
| Genesee Capital Advisors, LLC | 13,950 | $691,082 | 0.50% |
| Capital Market Strategies LLC | 7,395 | $365,498 | 0.36% |
| Birchcreek Wealth Management, LLC | 10,453 | $517,856 | 0.35% |
| SELDON CAPITAL LP | 8,075 | $400,036 | 0.34% |
| Kingdom Financial Group LLC. | 4,641 | $229,895 | 0.22% |
| FORTE ASSET MANAGEMENT LLC | 5,090 | $253,324 | 0.17% |