Fortress Wealth Management, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Fortress Wealth Management, Inc.

$180 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$42.52 - $46.2 $938,629 - $1.02 Million	-22,075 Reduced 64.94%	11,916 $548,000
Q3 2023 Nov 14, 2023	BUY	$43.43 - $45.7 $10,510 - $11,059	242 Added 0.72%	33,991 $1.48 Million
Q2 2023 Jul 26, 2023	SELL	$45.08 - $46.43 $297,618 - $306,530	-6,602 Reduced 16.36%	33,749 $1.53 Million
Q1 2023 Apr 20, 2023	BUY	$44.84 - $46.8 $514,942 - $537,451	11,484 Added 39.78%	40,351 $1.86 Million
Q4 2022 Jan 17, 2023	BUY	$43.44 - $46.25 $213,942 - $227,781	4,925 Added 20.57%	28,867 $0
Q3 2022 Nov 03, 2022	SELL	$44.28 - $48.06 $970,041 - $1.05 Million	-21,907 Reduced 47.78%	23,942 $1.06 Million
Q2 2022 Jul 27, 2022	SELL	$45.82 - $49.76 $313,454 - $340,408	-6,841 Reduced 12.98%	45,849 $2.13 Million
Q1 2022 May 04, 2022	SELL	$49.44 - $52.65 $69,908 - $74,447	-1,414 Reduced 2.61%	52,690 $2.62 Million
Q4 2021 Feb 03, 2022	BUY	$52.72 - $53.5 $2.85 Million - $2.89 Million	54,104 New	54,104 $2.87 Million

Others Institutions Holding FBND

# of Institutions

557

Shares Held

191M

Call Options Held

4.4K

Put Options Held

1.5K

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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