Kfg Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History

Kfg Wealth Management, LLC

$390 Million
Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 595,410 shares of FBND stock, worth $27.2 Million. This represents 6.94% of its overall portfolio holdings.

Number of Shares

595,410

Previous 563,676 5.63%

Holding current value

$27.2 Million

Previous $25.3 Million 7.16%

% of portfolio

6.94%

Previous 6.57%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$44.41 - $45.98 $1.41 Million - $1.46 Million	31,734 Added 5.63%	595,410 $27.1 Million
Q4 2024 Jan 21, 2025	BUY	$44.87 - $46.86 $12.3 Million - $12.8 Million	274,051 Added 94.62%	563,676 $25.3 Million
Q3 2024 Oct 15, 2024	BUY	$44.65 - $47.21 $12.1 Million - $12.8 Million	270,566 Added 1419.62%	289,625 $13.5 Million
Q2 2024 Jul 19, 2024	BUY	$44.06 - $45.49 $167,295 - $172,725	3,797 Added 24.88%	19,059 $856,000
Q1 2024 Apr 19, 2024	BUY	$44.85 - $46.02 $684,500 - $702,357	15,262 New	15,262 $691,000

Others Institutions Holding FBND

# of Institutions

673

Shares Held

347M

Call Options Held

35.3K

Put Options Held

1.7K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
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Kfg Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History