Kowal Investment Group, LLC Fidelity Merrimack Str Tr Tota Transaction History

Kowal Investment Group, LLC

$460 Million
Q1 2024

A detailed history of Kowal Investment Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kowal Investment Group, LLC holds 2,142,440 shares of FBND stock, worth $96.3 Million. This represents 21.1% of its overall portfolio holdings.

Number of Shares

2,142,440

Previous 2,090,667 2.48%

Holding current value

$96.3 Million

Previous $96.3 Million 0.85%

% of portfolio

21.1%

Previous 22.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$44.85 - $46.02 $2.32 Million - $2.38 Million	51,773 Added 2.48%	2,142,440 $97.1 Million
Q4 2023 Jan 22, 2024	SELL	$42.52 - $46.2 $161,533 - $175,513	-3,799 Reduced 0.18%	2,090,667 $96.3 Million
Q3 2023 Oct 25, 2023	BUY	$43.43 - $45.7 $4.2 Million - $4.42 Million	96,804 Added 4.85%	2,094,466 $91.2 Million
Q2 2023 Jul 18, 2023	BUY	$45.08 - $46.43 $7.32 Million - $7.54 Million	162,299 Added 8.84%	1,997,662 $90.7 Million
Q1 2023 Apr 21, 2023	BUY	$44.84 - $46.8 $23.2 Million - $24.2 Million	516,445 Added 39.16%	1,835,363 $84.4 Million

Q4 2022 Jan 25, 2023	BUY	$43.74 - $46.25 $49.7 Million - $52.6 Million	1,137,348 Added 626.4%	1,318,918 $0
Q3 2022 Nov 09, 2022	BUY	$45.06 - $48.06 $8.18 Million - $8.73 Million	181,570 New	181,570 $8.07 Million

Others Institutions Holding FBND

# of Institutions

476

Shares Held

118M

Call Options Held

100

Put Options Held

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Kowal Investment Group, LLC Fidelity Merrimack Str Tr Tota Transaction History