Benchmark Financial Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $264 Million
  • Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 12,497 shares of FBND stock, worth $569,738. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,497
Previous 33,506 62.7%
Holding current value
$569,738
Previous $1.5 Million 62.08%
% of portfolio
0.22%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$44.41 - $45.98 $933,009 - $965,993
-21,009 Reduced 62.7%
12,497 $570,000
Q4 2024

Jan 27, 2025
BUY
$44.87 - $46.86 $1.5 Million - $1.57 Million
33,506 New
33,506 $1.5 Million

Others Institutions Holding FBND

# of Institutions
656
Shares Held
322M
Call Options Held
12.3K
Put Options Held
4.6K
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 Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, 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 Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email