Kfa Private Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 320,407 shares of FBND stock, worth $14.4 Million. This represents 6.02% of its overall portfolio holdings.

Number of Shares
320,407
Previous 271,692 17.93%
Holding current value
$14.4 Million
Previous $12.7 Million 13.21%
% of portfolio
6.02%
Previous 6.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$44.87 - $46.86 $2.19 Million - $2.28 Million
48,715 Added 17.93%
320,407 $14.4 Million
Q3 2024

Oct 18, 2024
BUY
$44.65 - $47.21 $3.73 Million - $3.95 Million
83,574 Added 44.43%
271,692 $12.7 Million
Q2 2024

Aug 07, 2024
BUY
$44.06 - $45.49 $6.76 Million - $6.97 Million
153,322 Added 440.63%
188,118 $8.45 Million
Q1 2024

May 01, 2024
BUY
$44.85 - $46.02 $1.56 Million - $1.6 Million
34,796 New
34,796 $1.58 Million

Others Institutions Holding FBND

# of Institutions
563
Shares Held
197M
Call Options Held
4.4K
Put Options Held
1.5K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Kfa Private Wealth Group, LLC Portfolio

Follow Kfa Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email