A detailed history of Heritage Wealth Management, Inc./Texas transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 7,653 shares of FBND stock, worth $349,053. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,653
Previous 7,829 2.25%
Holding current value
$349,053
Previous $352 Million 1.68%
% of portfolio
0.21%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$44.65 - $47.21 $7,858 - $8,308
-176 Reduced 2.25%
7,653 $358 Million
Q2 2024

Jul 30, 2024

BUY
$44.06 - $45.49 $4,053 - $4,185
92 Added 1.19%
7,829 $352 Million
Q1 2024

Apr 25, 2024

SELL
$44.85 - $46.02 $333,684 - $342,388
-7,440 Reduced 49.02%
7,737 $351 Million
Q4 2023

Jan 24, 2024

BUY
$42.52 - $46.2 $7,313 - $7,946
172 Added 1.15%
15,177 $699 Million
Q3 2023

Nov 07, 2023

BUY
$43.43 - $45.7 $7,296 - $7,677
168 Added 1.13%
15,005 $654 Million
Q2 2023

Aug 02, 2023

BUY
$45.08 - $46.43 $1,307 - $1,346
29 Added 0.2%
14,837 $674 Million
Q1 2023

May 02, 2023

BUY
$44.84 - $46.8 $6,501 - $6,786
145 Added 0.99%
14,808 $681 Million
Q4 2022

Feb 23, 2023

BUY
$43.44 - $46.25 $636,960 - $678,163
14,663 New
14,663 $660 Million

Others Institutions Holding FBND

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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