Cardinal Point Wealth Management Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 28,850 shares of FBND stock, worth $1.34 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

28,850

Previous 22,720 26.98%

Holding current value

$1.34 Million

Previous $1.02 Million 29.84%

% of portfolio

0.4%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$44.84 - $46.8 $274,869 - $286,884	6,130 Added 26.98%	28,850 $1.33 Million
Q4 2022 Feb 07, 2023	BUY	$43.44 - $46.25 $555,163 - $591,075	12,780 Added 128.57%	22,720 $1.02 Million
Q3 2022 Nov 02, 2022	SELL	$44.28 - $48.06 $206,344 - $223,959	-4,660 Reduced 31.92%	9,940 $441,000
Q2 2022 Jul 19, 2022	SELL	$45.82 - $49.76 $187,862 - $204,016	-4,100 Reduced 21.93%	14,600 $681,000
Q1 2022 May 02, 2022	BUY	$49.44 - $52.65 $105,060 - $111,881	2,125 Added 12.82%	18,700 $932,000
Q4 2021 Feb 10, 2022	BUY	$52.72 - $53.5 $873,834 - $886,762	16,575 New	16,575 $880,000

Others Institutions Holding FBND

# of Institutions

499

Shares Held

157M

Call Options Held

3.1K

Put Options Held

5.4K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account

Cardinal Point Wealth Management Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History