Lokken Investment Group LLC Fidelity Merrimack Str Tr Tota Transaction History

Lokken Investment Group LLC

  • $213 Million
  • Q4 2024

A detailed history of Lokken Investment Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Lokken Investment Group LLC holds 144,471 shares of FBND stock, worth $6.6 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
144,471
Previous 125,717 14.92%
Holding current value
$6.6 Million
Previous $5.88 Million 10.31%
% of portfolio
3.05%
Previous 2.6%

Shares

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

Feb 12, 2025
BUY
$44.87 - $46.86 $841,491 - $878,812
18,754 Added 14.92%
144,471 $6.48 Million
Q3 2024

Nov 12, 2024
BUY
$44.65 - $47.21 $384,079 - $406,100
8,602 Added 7.34%
125,717 $5.88 Million
Q2 2024

Aug 09, 2024
BUY
$44.06 - $45.49 $665,261 - $686,853
15,099 Added 14.8%
117,115 $5.26 Million
Q1 2024

May 14, 2024
SELL
$44.85 - $46.02 $3.61 Million - $3.7 Million
-80,439 Reduced 44.09%
102,016 $4.62 Million
Q4 2023

Feb 13, 2024
BUY
$42.52 - $46.2 $472,864 - $513,790
11,121 Added 6.49%
182,455 $8.4 Million
Q3 2023

Nov 13, 2023
BUY
$43.43 - $45.7 $592,776 - $623,759
13,649 Added 8.66%
171,334 $7.46 Million
Q2 2023

Aug 09, 2023
BUY
$45.08 - $46.43 $590,187 - $607,861
13,092 Added 9.05%
157,685 $7.16 Million
Q1 2023

May 08, 2023
BUY
$44.84 - $46.8 $396,520 - $413,852
8,843 Added 6.51%
144,593 $6.65 Million
Q4 2022

Feb 13, 2023
BUY
$43.44 - $46.25 $322,064 - $342,897
7,414 Added 5.78%
135,750 $6.11 Million
Q3 2022

Nov 14, 2022
BUY
$44.28 - $48.06 $5.68 Million - $6.17 Million
128,336 New
128,336 $5.7 Million

Others Institutions Holding FBND

# of Institutions
641
Shares Held
311M
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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