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

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 97,175 shares of FBND stock, worth $4.52 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
97,175
Previous 99,669 2.5%
Holding current value
$4.52 Million
Previous $4.59 Million 4.05%
% of portfolio
2.34%
Previous 2.7%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$44.85 - $46.02 $111,855 - $114,773
-2,494 Reduced 2.5%
97,175 $4.4 Million
Q4 2023

Apr 22, 2024
BUY
$42.52 - $46.2 $29,381 - $31,924
691 Added 0.7%
99,669 $4.59 Million
Q3 2023

Oct 16, 2023
SELL
$43.43 - $45.7 $54,765 - $57,627
-1,261 Reduced 1.26%
98,978 $4.31 Million
Q2 2023

Jul 27, 2023
BUY
$45.08 - $46.43 $312,539 - $321,899
6,933 Added 7.43%
100,239 $4.55 Million
Q1 2023

Apr 10, 2023
BUY
$44.84 - $46.8 $4.18 Million - $4.37 Million
93,306 New
93,306 $4.29 Million
Q1 2022

Apr 14, 2022
SELL
$49.44 - $52.65 $250,116 - $266,356
-5,059 Closed
0 $0
Q4 2021

Jan 20, 2022
SELL
$52.72 - $53.5 $555,721 - $563,943
-10,541 Reduced 67.57%
5,059 $264,000
Q3 2021

Oct 25, 2021
BUY
$53.1 - $53.89 $11,682 - $11,855
220 Added 1.43%
15,600 $827,000
Q2 2021

Jul 22, 2021
SELL
$52.51 - $53.35 $3.27 Million - $3.32 Million
-62,182 Reduced 80.17%
15,380 $820,000
Q1 2021

Apr 26, 2021
BUY
$52.24 - $54.18 $26,746 - $27,740
512 Added 0.66%
77,562 $4.07 Million
Q4 2020

Jan 19, 2021
BUY
$53.87 - $55.12 $4.15 Million - $4.25 Million
77,050 New
77,050 $4.18 Million

Others Institutions Holding FBND

# of Institutions
684
Shares Held
355M
Call Options Held
20.7K
Put Options Held
0
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 Caliber Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email