Congress Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 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 146,689 shares of FBND stock, worth $6.71 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
146,689
Previous 6,081 2312.25%
Holding current value
$6.71 Million
Previous $272,000 2361.76%
% of portfolio
0.08%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
668
Shares Held
347M
Call Options Held
35.3K
Put Options Held
1.7K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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