Aprio Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History

Aprio Wealth Management, LLC

$731 Million
Q1 2025

A detailed history of Aprio Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 11,897 shares of FBND stock, worth $544,168. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,897

Previous 9,403 26.52%

Holding current value

$544,168

Previous $421,000 28.98%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$44.41 - $45.98 $110,758 - $114,674	2,494 Added 26.52%	11,897 $543,000
Q4 2024 Jan 10, 2025	BUY	$44.87 - $46.86 $2,737 - $2,858	61 Added 0.65%	9,403 $421,000
Q3 2024 Oct 07, 2024	SELL	$44.65 - $47.21 $18,351 - $19,403	-411 Reduced 4.21%	9,342 $436,000
Q2 2024 Jul 10, 2024	BUY	$44.06 - $45.49 $429,717 - $443,663	9,753 New	9,753 $438,000
Q4 2023 Jan 17, 2024	BUY	$42.52 - $46.2 $195,379 - $212,289	4,595 Added 47.8%	14,207 $654,000
Q3 2023 Oct 10, 2023	BUY	$43.43 - $45.7 $98,890 - $104,058	2,277 Added 31.04%	9,612 $418,000
Q2 2023 Jul 13, 2023	BUY	$45.08 - $46.43 $330,661 - $340,564	7,335 New	7,335 $333,000

Others Institutions Holding FBND

# of Institutions

666

Shares Held

347M

Call Options Held

35.3K

Put Options Held

1.7K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

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Aprio Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History