Forvis Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,523,576 shares of FBND stock, worth $113 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

2,523,576

Previous 2,338,291 7.92%

Holding current value

$113 Million

Previous $105 Million 12.27%

% of portfolio

2.77%

Previous 2.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$44.65 - $47.21 $8.27 Million - $8.75 Million	185,285 Added 7.92%	2,523,576 $118 Million
Q2 2024 Aug 09, 2024	BUY	$44.06 - $45.49 $8.88 Million - $9.17 Million	201,599 Added 9.44%	2,338,291 $105 Million
Q1 2024 Apr 19, 2024	BUY	$44.85 - $46.02 $13.1 Million - $13.5 Million	292,436 Added 15.86%	2,136,692 $96.8 Million
Q4 2023 Jan 11, 2024	BUY	$42.52 - $46.2 $20.2 Million - $22 Million	475,929 Added 34.78%	1,844,256 $84.9 Million
Q3 2023 Oct 25, 2023	BUY	$43.43 - $45.7 $24.3 Million - $25.5 Million	558,435 Added 68.95%	1,368,327 $59.6 Million
Q2 2023 Aug 08, 2023	BUY	$45.08 - $46.43 $15.6 Million - $16 Million	345,123 Added 74.26%	809,892 $36.8 Million
Q1 2023 Apr 26, 2023	BUY	$44.84 - $46.8 $20.8 Million - $21.8 Million	464,769 New	464,769 $21.4 Million

Others Institutions Holding FBND

# of Institutions

558

Shares Held

191M

Call Options Held

4.4K

Put Options Held

1.5K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History