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, LLC 383,055$20,310,0007.25%
COUNTRY TRUST BANK 4,295,003$227,721,0006.18%
Braun-Bostich & Associates Inc. 475,527$24,723,0005.89%
CMH Wealth Management LLC 362,345$19,212,0005.79%
WEALTH MANAGEMENT RESOURCES, INC. 152,712$8,097,0005.21%
AFFINITY WEALTH MANAGEMENT LLC 475,527$24,723,0005.10%
Hofer & Associates. Inc 103,430$5,484,0004.97%
LVZ, Inc. 607,539$32,212,0004.31%
SENTINEL PENSION ADVISORS INC 234,676$12,443,0003.92%
BAKER BOYER NATIONAL BANK 157,038$8,326,0003.83%
View complete list of FIDELITY MERRIMACK STR TR shareholders