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Fidelity Merrimack Str Tr shares owned by Life Planning Partners

Quarter-by-quarter ownership of Fidelity Merrimack Str Tr (FMUN) shares owned by Life Planning Partners from 13F filings

Historical chart of Life Planning Partners investment in Fidelity Merrimack Str Tr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Merrimack Str Tr held by Life Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Merrimack Str Tr by Life Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 54k 49.82
2025-06-30 $2.8M 58k 48.64

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Global X Fds 1-3 Month T-bill (CLIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Systematic Mun (FMUN)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Life Planning Partners

Top funds holding Fidelity Merrimack Str Tr

Riverview Trust
Jane Street
LPL Financial
Commonwealth Equity Services
Life Planning Partners
Advisor Group Holdings
Susquehanna International
Streettalk Advisors
Hrt Financial
Camelot Technology Advisors
Investment Advisory Group
Cahaba Wealth Management
Mariner Wealth Advisors
TD Capital Management
IFP Advisors

View all funds holding Fidelity Merrimack Str Tr