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 55 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2023
NameSharesValueWeighting ↓
ERTS Wealth Advisors, LLC 15,591$785,0000.26%
Prospera Financial Services Inc 5,005$252,0000.08%
FormulaFolio Investments, LLC 11,568$582,0000.03%
COMMONWEALTH EQUITY SERVICES, LLC 54,902$2,764,0000.01%
JANE STREET GROUP, LLC 14,783$744,0000.00%
Mascoma Wealth Management LLC 20$1,0000.00%
Bedel Financial Consulting, Inc. 19$1,0000.00%
BANK OF AMERICA CORP /DE/ 50,609$2,549,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 810$41,0000.00%
Advisor Group, Inc. 251$13,0000.00%
View complete list of FIDELITY MERRIMACK STR TR shareholders