SARD WEALTH MANAGEMENT GROUP, LLC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 461 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2024. The put-call ratio across all filers is 1.74 and the average weighting 1.5%.

Quarter-by-quarter ownership
SARD WEALTH MANAGEMENT GROUP, LLC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q2 2024$21,717,763
+287.4%
483,369
+290.7%
15.25%
+201.0%
Q1 2024$5,605,345
+46.9%
123,711
+49.3%
5.06%
+31.6%
Q4 2023$3,814,56582,8533.85%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q2 2024
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 1,997,662$90,733,82824.27%
Presidio Capital Management, LLC 660,216$29,987,00824.02%
CPA Asset Management LLC 474,569$21,554,92415.49%
Goodwin Investment Advisory 513,231$23,310,96713.61%
Drake & Associates, LLC 453,050$20,577,5459.20%
REGIMEN WEALTH, LLC 445,862$20,251,0528.40%
Navalign, LLC 437,137$19,854,7637.92%
Sunburst Financial Group, LLC 485,060$22,031,4257.69%
WEALTH MANAGEMENT RESOURCES, INC. 288,649$13,110,4747.62%
Shakespeare Wealth Management, LLC 475,149$21,581,2737.38%
View complete list of FIDELITY MERRIMACK STR TR shareholders