Concurrent Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 110,792 shares of FBND stock, worth $5.16 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

110,792

Previous 61,365 80.55%

Holding current value

$5.16 Million

Previous $2.81 Billion 82.48%

% of portfolio

0.09%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$45.26 - $46.63 $2.24 Million - $2.3 Million	49,427 Added 80.55%	110,792 $5.12 Billion
Q2 2025 Jul 25, 2025	BUY	$44.68 - $45.96 $752,902 - $774,471	16,851 Added 37.86%	61,365 $2.81 Billion
Q1 2025 Apr 29, 2025	SELL	$44.41 - $45.98 $1.64 Million - $1.7 Million	-37,029 Reduced 45.41%	44,514 $2.03 Billion
Q4 2024 Feb 03, 2025	BUY	$44.87 - $46.86 $127,924 - $133,597	2,851 Added 3.62%	81,543 $3.66 Billion
Q3 2024 Oct 30, 2024	BUY	$44.65 - $47.21 $1.91 Million - $2.02 Million	42,740 Added 118.88%	78,692 $3.68 Billion
Q2 2024 Jul 30, 2024	BUY	$44.06 - $45.49 $1.06 Million - $1.09 Million	23,980 Added 200.3%	35,952 $1.62 Billion
Q1 2024 May 07, 2024	BUY	$44.85 - $46.02 $536,944 - $550,951	11,972 New	11,972 $542 Million

Others Institutions Holding FBND

# of Institutions

697

Shares Held

364M

Call Options Held

20.7K

Put Options Held

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Concurrent Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History