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 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares
219,009
Previous 122,569 78.68%
Holding current value
$10 Million
Previous $5.6 Million 79.07%
% of portfolio
4.94%
Previous 2.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
681
Shares Held
348M
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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