Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 42,396 shares of FBND stock, worth $1.92 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

42,396

Previous 41,528 2.09%

Holding current value

$1.92 Million

Previous $1.87 Billion 6.2%

% of portfolio

0.25%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$44.65 - $47.21 $38,756 - $40,978	868 Added 2.09%	42,396 $1.98 Billion
Q2 2024 Jul 23, 2024	BUY	$44.06 - $45.49 $99,311 - $102,534	2,254 Added 5.74%	41,528 $1.87 Billion
Q1 2024 Apr 12, 2024	BUY	$44.85 - $46.02 $707,239 - $725,689	15,769 Added 67.09%	39,274 $1.78 Billion
Q4 2023 Apr 04, 2024	BUY	$42.52 - $46.2 $126,837 - $137,814	2,983 Added 14.54%	23,505 $1.06 Billion
Q3 2023 Apr 04, 2024	SELL	$43.43 - $45.7 $115,697 - $121,744	-2,664 Reduced 11.49%	20,522 $894 Million
Q2 2023 Apr 04, 2024	SELL	$45.08 - $46.43 $18,302 - $18,850	-406 Reduced 1.72%	23,186 $1.05 Billion
Q1 2023 Apr 04, 2024	BUY	$44.84 - $46.8 $3,901 - $4,071	87 Added 0.37%	23,592 $1.09 Billion
Q4 2022 Apr 04, 2024	SELL	$43.44 - $46.25 $516,197 - $549,588	-11,883 Reduced 33.58%	23,505 $1.06 Billion
Q3 2022 Apr 04, 2024	BUY	$44.28 - $48.06 $848,581 - $921,021	19,164 Added 118.12%	35,388 $1.57 Billion
Q2 2022 Apr 04, 2024	BUY	$45.82 - $49.76 $743,383 - $807,306	16,224 New	16,224 $755 Million
Q1 2022 Apr 05, 2024	BUY	$49.44 - $52.65 $35,745 - $38,065	723 Added 8.88%	8,862 $441 Million
Q4 2021 Apr 05, 2024	SELL	$52.72 - $53.5 $810,095 - $822,081	-15,366 Reduced 65.37%	8,139 $432 Million

Others Institutions Holding FBND

# of Institutions

557

Shares Held

191M

Call Options Held

4.4K

Put Options Held

1.5K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History