Heritage Wealth Management, Inc./Texas Fidelity Merrimack Str Tr Tota Transaction History

Heritage Wealth Management, Inc./Texas

$160 Billion
Q2 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 7,829 shares of FBND stock, worth $366,632. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,829

Previous 7,737 1.19%

Holding current value

$366,632

Previous $351 Million 0.32%

% of portfolio

0.22%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$44.06 - $45.49 $4,053 - $4,185	92 Added 1.19%	7,829 $352 Million
Q1 2024 Apr 25, 2024	SELL	$44.85 - $46.02 $333,684 - $342,388	-7,440 Reduced 49.02%	7,737 $351 Million
Q4 2023 Jan 24, 2024	BUY	$42.52 - $46.2 $7,313 - $7,946	172 Added 1.15%	15,177 $699 Million
Q3 2023 Nov 07, 2023	BUY	$43.43 - $45.7 $7,296 - $7,677	168 Added 1.13%	15,005 $654 Million
Q2 2023 Aug 02, 2023	BUY	$45.08 - $46.43 $1,307 - $1,346	29 Added 0.2%	14,837 $674 Million
Q1 2023 May 02, 2023	BUY	$44.84 - $46.8 $6,501 - $6,786	145 Added 0.99%	14,808 $681 Million
Q4 2022 Feb 23, 2023	BUY	$43.44 - $46.25 $636,960 - $678,163	14,663 New	14,663 $660 Million

Others Institutions Holding FBND

# of Institutions

496

Shares Held

157M

Call Options Held

3.1K

Put Options Held

5.4K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Heritage Wealth Management, Inc./Texas Fidelity Merrimack Str Tr Tota Transaction History