Fortress Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History

Fortress Wealth Group, LLC

$203 Million
Q2 2025

A detailed history of Fortress Wealth Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 219,009 shares of FBND stock, worth $10.1 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

219,009

Previous 122,569 78.68%

Holding current value

$10.1 Million

Previous $5.6 Million 79.07%

% of portfolio

4.94%

Previous 2.88%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$44.68 - $45.96 $4.31 Million - $4.43 Million	96,440 Added 78.68%	219,009 $10 Million
Q1 2025 May 02, 2025	SELL	$44.41 - $45.98 $1.7 Million - $1.76 Million	-38,255 Reduced 23.79%	122,569 $5.6 Million
Q4 2024 Feb 07, 2025	BUY	$44.87 - $46.86 $285,014 - $297,654	6,352 Added 4.11%	160,824 $7.22 Million
Q3 2024 Nov 08, 2024	BUY	$44.65 - $47.21 $6.9 Million - $7.29 Million	154,472 New	154,472 $7.22 Million

Others Institutions Holding FBND

# of Institutions

683

Shares Held

356M

Call Options Held

20.7K

Put Options Held

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

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Fortress Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History