VALLEY NATIONAL ADVISERS INC - FIDELITY MERRIMACK STR TR ownership

FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 212 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of FIDELITY MERRIMACK STR TR
ValueSharesWeighting
Q3 2023$17,419
+4.6%
399,897
+9.1%
3.04%
+8.8%
Q2 2023$16,651
+24.9%
366,566
+26.9%
2.80%
+19.3%
Q1 2023$13,330
+17.5%
288,840
+17.6%
2.34%
+15.2%
Q4 2022$11,342
-99.7%
245,667
+214.8%
2.04%
+183.8%
Q3 2022$3,440,000
-73.6%
78,040
-72.1%
0.72%
-73.9%
Q2 2022$13,032,000
+636.7%
279,303
+686.1%
2.75%
+711.2%
Q1 2022$1,769,00035,5310.34%
Other shareholders
FIDELITY MERRIMACK STR TR shareholders Q3 2022
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 403,175$20,062,0007.22%
WestHill Financial Advisors, Inc. 500,533$24,912,0007.19%
COUNTRY TRUST BANK 4,558,877$226,895,0006.34%
CMH Wealth Management LLC 354,390$17,638,0005.42%
WEALTH MANAGEMENT RESOURCES, INC. 155,691$7,749,0005.35%
Hofer & Associates. Inc 114,403$5,694,0005.01%
AFFINITY WEALTH MANAGEMENT LLC 475,816$23,191,0004.70%
LVZ, Inc. 624,920$31,102,0004.33%
Financial Planners of Cleveland, Inc. 201,990$10,053,0004.22%
Great Point Wealth Advisors, LLC 270,335$13,455,0004.19%
View complete list of FIDELITY MERRIMACK STR TR shareholders