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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,479 shares of FBND stock, worth $523,327. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,479
Previous 115,745 90.08%
Holding current value
$523,327
Previous $5.19 Billion 89.91%
% of portfolio
0.02%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$44.41 - $45.98 $4.63 Million - $4.79 Million
-104,266 Reduced 90.08%
11,479 $524 Million
Q4 2024

Jan 22, 2025
SELL
$44.87 - $46.86 $921,764 - $962,644
-20,543 Reduced 15.07%
115,745 $5.19 Billion
Q3 2024

Oct 21, 2024
BUY
$44.65 - $47.21 $6.09 Million - $6.43 Million
136,288 New
136,288 $6.37 Billion

Others Institutions Holding FBND

# of Institutions
657
Shares Held
319M
Call Options Held
12.3K
Put Options Held
4.6K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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