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 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
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 2023
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