Ever Source Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,732 shares of FBND stock, worth $396,782. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,732
Previous 4,988 75.06%
Holding current value
$396,782
Previous $224,000 82.14%
% of portfolio
0.03%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$44.65 - $47.21 $167,169 - $176,754
3,744 Added 75.06%
8,732 $408,000
Q2 2024

Aug 13, 2024
BUY
$44.06 - $45.49 $25,114 - $25,929
570 Added 12.9%
4,988 $224,000
Q1 2024

Jun 11, 2024
BUY
$44.85 - $46.02 $63,014 - $64,658
1,405 Added 46.63%
4,418 $200,000
Q4 2023

Feb 09, 2024
BUY
$42.52 - $46.2 $128,112 - $139,200
3,013 New
3,013 $138,000

Others Institutions Holding FBND

# of Institutions
557
Shares Held
192M
Call Options Held
4.4K
Put Options Held
1.5K
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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