Congress Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Congress Wealth Management LLC holds 144,076 shares of FBND stock, worth $6.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

144,076

Previous 146,689 1.78%

Holding current value

$6.7 Million

Previous $6.7 Million 1.57%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$44.68 - $45.96 $116,748 - $120,093	-2,613 Reduced 1.78%	144,076 $6.59 Million
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $6.24 Million - $6.47 Million	140,608 Added 2312.25%	146,689 $6.7 Million
Q4 2024 Feb 11, 2025	SELL	$44.87 - $46.86 $11,127 - $11,621	-248 Reduced 3.92%	6,081 $272,000
Q3 2024 Nov 12, 2024	BUY	$44.65 - $47.21 $282,589 - $298,792	6,329 New	6,329 $295,000
Q2 2022 Aug 11, 2022	SELL	$45.82 - $49.76 $316,845 - $344,090	-6,915 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$49.44 - $52.65 $108,817 - $115,882	-2,201 Reduced 24.14%	6,915 $344,000
Q4 2021 Feb 04, 2022	BUY	$52.72 - $53.5 $480,595 - $487,706	9,116 New	9,116 $483,000

Others Institutions Holding FBND

# of Institutions

684

Shares Held

355M

Call Options Held

20.7K

Put Options Held

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History