A detailed history of Essex Private Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 54,440 shares of FBND stock, worth $2.56 Million. This represents 7.03% of its overall portfolio holdings.

Number of Shares
54,440
Previous 48,893 11.35%
Holding current value
$2.56 Million
Previous $2.22 Million 10.38%
% of portfolio
7.03%
Previous 7.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$44.06 - $45.49 $244,400 - $252,333
5,547 Added 11.35%
54,440 $2.45 Million
Q1 2024

Apr 22, 2024

BUY
$44.85 - $46.02 $129,661 - $133,043
2,891 Added 6.28%
48,893 $2.22 Million
Q4 2023

Jan 29, 2024

BUY
$42.52 - $46.2 $319,792 - $347,470
7,521 Added 19.54%
46,002 $2.12 Million
Q3 2023

Oct 24, 2023

BUY
$43.43 - $45.7 $492,235 - $517,963
11,334 Added 41.75%
38,481 $1.68 Million
Q2 2023

Jul 31, 2023

BUY
$45.08 - $46.43 $5,860 - $6,035
130 Added 0.48%
27,147 $1.23 Million
Q1 2023

May 01, 2023

BUY
$44.84 - $46.8 $108,019 - $112,741
2,409 Added 9.79%
27,017 $1.24 Million
Q4 2022

Feb 02, 2023

BUY
$43.44 - $46.25 $274,062 - $291,791
6,309 Added 34.48%
24,608 $1.11 Million
Q3 2022

Nov 14, 2022

BUY
$44.28 - $48.06 $810,279 - $879,449
18,299 New
18,299 $813,000

Others Institutions Holding FBND

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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