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

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 48,408 shares of FBND stock, worth $2.23 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
48,408
Previous 28,985 67.01%
Holding current value
$2.23 Million
Previous $1.32 Billion 67.37%
% of portfolio
1.97%
Previous 1.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$44.68 - $45.96 $867,819 - $892,681
19,423 Added 67.01%
48,408 $2.21 Billion
Q1 2025

Apr 23, 2025
BUY
$44.41 - $45.98 $870,169 - $900,932
19,594 Added 208.65%
28,985 $1.32 Billion
Q4 2024

Jan 28, 2025
BUY
$44.87 - $46.86 $421,374 - $440,062
9,391 New
9,391 $421 Million

Others Institutions Holding FBND

# of Institutions
681
Shares Held
353M
Call Options Held
35.3K
Put Options Held
1.7K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email