A detailed history of Apex Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Apex Wealth Management, LLC holds 97,491 shares of FBND stock, worth $4.54 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
97,491
Previous 16,350 496.28%
Holding current value
$4.54 Million
Previous $748 Million 502.66%
% of portfolio
3.22%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$45.26 - $46.63 $3.67 Million - $3.78 Million
81,141 Added 496.28%
97,491 $4.51 Billion
Q2 2025

Aug 08, 2025

SELL
$44.68 - $45.96 $1.41 Million - $1.45 Million
-31,500 Reduced 65.83%
16,350 $748 Million
Q1 2025

Apr 29, 2025

SELL
$44.41 - $45.98 $6.86 Million - $7.1 Million
-154,477 Reduced 76.35%
47,850 $2.18 Billion
Q4 2024

Feb 14, 2025

BUY
$44.87 - $46.86 $9.08 Million - $9.48 Million
202,327 New
202,327 $9.08 Billion

Others Institutions Holding FBND

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Apex Wealth Management, LLC Portfolio

Follow Apex Wealth Management, LLC 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 Apex Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apex Wealth Management, LLC with notifications on news.