Masso Torrence Wealth Management 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
Masso Torrence Wealth Management Inc. ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$4,387,685
+3.6%
100,727
+8.0%
3.37%
+10.4%
Q2 2023$4,235,374
+22.8%
93,249
+24.4%
3.06%
+11.9%
Q1 2023$3,448,528
+9.7%
74,968
+7.3%
2.73%
+9.0%
Q4 2022$3,144,46769,8462.51%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 2,094,466$91,234,92824.62%
Presidio Capital Management, LLC 501,302$21,836,72319.18%
CPA Asset Management LLC 491,598$21,414,00915.02%
Goodwin Investment Advisory 522,298$22,751,29813.46%
Sunburst Financial Group, LLC 816,722$35,576,39312.55%
Blue Chip Partners, LLC 2,153,777$93,818,51111.18%
Legacy Wealth Management, Inc 2,772,731$120,780,14910.56%
Drake & Associates, LLC 463,579$20,193,4829.15%
REGIMEN WEALTH, LLC 498,628$21,720,2488.92%
Coyle Financial Counsel LLC 446,230$19,437,7968.14%
View complete list of FIDELITY MERRIMACK STR TR shareholders