Beta Wealth Group, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Beta Wealth Group, Inc.

$184 Million
Q2 2025

A detailed history of Beta Wealth Group, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 62,337 shares of FBND stock, worth $2.9 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

62,337

Previous 60,142 3.65%

Holding current value

$2.9 Million

Previous $2.75 Million 3.86%

% of portfolio

1.55%

Previous 1.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$44.68 - $45.96 $98,072 - $100,882	2,195 Added 3.65%	62,337 $2.85 Million
Q1 2025 May 08, 2025	SELL	$44.41 - $45.98 $19.6 Million - $20.3 Million	-441,762 Reduced 88.02%	60,142 $2.75 Million
Q4 2024 Jan 31, 2025	BUY	$44.87 - $46.86 $1.34 Million - $1.4 Million	29,814 Added 6.32%	501,904 $22.5 Million
Q3 2024 Nov 01, 2024	BUY	$44.65 - $47.21 $1.85 Million - $1.96 Million	41,478 Added 9.63%	472,090 $22.1 Million
Q2 2024 Aug 12, 2024	BUY	$44.06 - $45.49 $1.1 Million - $1.14 Million	25,040 Added 6.17%	430,612 $19.3 Million
Q1 2024 May 14, 2024	BUY	$44.85 - $46.02 $2.51 Million - $2.58 Million	55,973 Added 16.01%	405,572 $18.4 Million
Q4 2023 Feb 09, 2024	BUY	$42.52 - $46.2 $2.1 Million - $2.28 Million	49,305 Added 16.42%	349,599 $16.1 Million
Q3 2023 Nov 13, 2023	BUY	$43.43 - $45.7 $1.65 Million - $1.74 Million	38,038 Added 14.5%	300,294 $13.1 Million
Q2 2023 Aug 11, 2023	BUY	$45.08 - $46.43 $812,747 - $837,086	18,029 Added 7.38%	262,256 $11.9 Million
Q1 2023 May 09, 2023	BUY	$44.84 - $46.8 $11 Million - $11.4 Million	244,227 New	244,227 $11.2 Million

Others Institutions Holding FBND

# of Institutions

687

Shares Held

360M

Call Options Held

20.7K

Put Options Held

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Beta Wealth Group, Inc. Fidelity Merrimack Str Tr Tota Transaction History