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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,108,841 | -4.6% | 92,126 | -0.7% | 0.04% | 0.0% |
Q2 2023 | $4,305,586 | -4.2% | 92,785 | -2.2% | 0.04% | -6.5% |
Q1 2023 | $4,492,990 | +17.1% | 94,847 | +15.0% | 0.05% | +9.5% |
Q4 2022 | $3,837,622 | -3.0% | 82,503 | -4.0% | 0.04% | -6.7% |
Q3 2022 | $3,956,430 | -7.8% | 85,918 | -4.0% | 0.04% | -6.2% |
Q2 2022 | $4,291,478 | -10.6% | 89,457 | -5.1% | 0.05% | +2.1% |
Q1 2022 | $4,801,454 | -4.6% | 94,260 | +0.9% | 0.05% | -4.1% |
Q4 2021 | $5,032,023 | – | 93,397 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |