Congress Wealth Management LLC / DE / - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q1 2022$344,000
-28.8%
6,915
-24.1%
0.01%
-20.0%
Q4 2021$483,0009,1160.01%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q4 2021
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