Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / TACTICAL BOND
-
Total 13F shares
-
275,117
-
Share change
-
+121,788
-
Total reported value
-
$13,884,537
-
Price per share
-
$50.42
-
Number of holders
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10
-
Value change
-
+$6,219,752
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Number of buys
-
7
-
Number of sells
-
3
Institutional Holders of FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) as of Q3 2024
As of 30 Sep 2024 FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 275,117 shares of stock of the company.
Largest 10 holders included KMG FIDUCIARY PARTNERS, LLC, TD Waterhouse Canada Inc., Koshinski Asset Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, Royal Bank of Canada, BANK OF MONTREAL /CAN/, and Sunbelt Securities, Inc..
This table shows 10 institutional shareholders of the security as of 30 Sep 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.