Foundations Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 321,083 shares of FBND stock, worth $15 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

321,083

Previous 310,857 3.29%

Holding current value

$15 Million

Previous $14.2 Million 3.52%

% of portfolio

0.25%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$44.68 - $45.96 $456,897 - $469,986	10,226 Added 3.29%	321,083 $14.7 Million
Q1 2025 May 07, 2025	BUY	$44.41 - $45.98 $1.41 Million - $1.47 Million	31,862 Added 11.42%	310,857 $14.2 Million
Q4 2024 Jan 22, 2025	BUY	$44.87 - $46.86 $2.23 Million - $2.32 Million	49,597 Added 21.62%	278,995 $12.5 Million
Q3 2024 Oct 21, 2024	BUY	$44.65 - $47.21 $2.17 Million - $2.3 Million	48,702 Added 26.95%	229,398 $10.7 Million
Q2 2024 Aug 02, 2024	BUY	$44.06 - $45.49 $2.27 Million - $2.34 Million	51,532 Added 39.9%	180,696 $8.12 Million
Q1 2024 May 13, 2024	BUY	$44.85 - $46.02 $1.37 Million - $1.4 Million	30,443 Added 30.84%	129,164 $5.85 Million
Q4 2023 Feb 08, 2024	BUY	$42.52 - $46.2 $4.2 Million - $4.56 Million	98,721 New	98,721 $4.55 Million
Q4 2018 Feb 11, 2019	SELL	$47.95 - $48.6 $1.72 Million - $1.75 Million	-35,909 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$48.55 - $49.16 $1.74 Million - $1.77 Million	35,909 New	35,909 $1.75 Million

Others Institutions Holding FBND

# of Institutions

692

Shares Held

364M

Call Options Held

20.7K

Put Options Held

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Foundations Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History