Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 88,241 shares of FBND stock, worth $3.98 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

88,241

Previous 61,697 43.02%

Holding current value

$3.98 Million

Previous $2.77 Billion 45.51%

% of portfolio

0.49%

Previous 0.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$44.41 - $45.98 $1.18 Million - $1.22 Million	26,544 Added 43.02%	88,241 $4.03 Billion
Q4 2024 Jan 27, 2025	BUY	$44.87 - $46.86 $866,035 - $904,444	19,301 Added 45.53%	61,697 $2.77 Billion
Q3 2024 Oct 07, 2024	BUY	$44.65 - $47.21 $38,756 - $40,978	868 Added 2.09%	42,396 $1.98 Billion
Q2 2024 Jul 23, 2024	BUY	$44.06 - $45.49 $99,311 - $102,534	2,254 Added 5.74%	41,528 $1.87 Billion
Q1 2024 Apr 12, 2024	BUY	$44.85 - $46.02 $707,239 - $725,689	15,769 Added 67.09%	39,274 $1.78 Billion
Q4 2023 Apr 04, 2024	BUY	$42.52 - $46.2 $126,837 - $137,814	2,983 Added 14.54%	23,505 $1.06 Billion
Q3 2023 Apr 04, 2024	SELL	$43.43 - $45.7 $115,697 - $121,744	-2,664 Reduced 11.49%	20,522 $894 Million
Q2 2023 Apr 04, 2024	SELL	$45.08 - $46.43 $18,302 - $18,850	-406 Reduced 1.72%	23,186 $1.05 Billion
Q1 2023 Apr 04, 2024	BUY	$44.84 - $46.8 $3,901 - $4,071	87 Added 0.37%	23,592 $1.09 Billion
Q4 2022 Apr 04, 2024	SELL	$43.44 - $46.25 $516,197 - $549,588	-11,883 Reduced 33.58%	23,505 $1.06 Billion
Q3 2022 Apr 04, 2024	BUY	$44.28 - $48.06 $848,581 - $921,021	19,164 Added 118.12%	35,388 $1.57 Billion
Q2 2022 Apr 04, 2024	BUY	$45.82 - $49.76 $743,383 - $807,306	16,224 New	16,224 $755 Million
Q1 2022 Apr 05, 2024	BUY	$49.44 - $52.65 $35,745 - $38,065	723 Added 8.88%	8,862 $441 Million
Q4 2021 Apr 05, 2024	SELL	$52.72 - $53.5 $810,095 - $822,081	-15,366 Reduced 65.37%	8,139 $432 Million

Others Institutions Holding FBND

# of Institutions

667

Shares Held

347M

Call Options Held

35.3K

Put Options Held

1.7K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History