Glass Jacobson Investment Advisors llc - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FLDR and the CUSIP is 316188408. A total of 62 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2024$50,534
+6.3%
1,012
+6.4%
0.02%0.0%
Q1 2024$47,544
+1.3%
951
+1.2%
0.02%
-5.3%
Q4 2023$46,916
-63.7%
940
-63.9%
0.02%
-67.8%
Q3 2023$129,093
+31.9%
2,606
+32.6%
0.06%
+31.1%
Q2 2023$97,902
-4.0%
1,966
-4.6%
0.04%
-11.8%
Q4 2022$102,0002,0610.05%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2024
NameSharesValueWeighting ↓
Lumature Wealth Partners, LLC 178,081$8,827,0003.93%
CREATIVE FINANCIAL DESIGNS INC /ADV 235,506$11,674,0001.92%
Capital Market Strategies LLC 7,395$367,0000.38%
Alhambra Investment Management LLC 9,730$482,0000.35%
ACG Wealth 25,615$1,270,0000.26%
SELDON CAPITAL LP 8,075$400,0000.23%
Arete Wealth Advisors, LLC 39,159$1,941,0000.20%
FORTE ASSET MANAGEMENT LLC 5,627$279,0000.19%
New Millennium Group LLC 3,647$180,0000.18%
Elmwood Wealth Management, Inc. 5,754$285,0000.16%
View complete list of FIDELITY MERRIMACK STR TR shareholders