Masso Torrence Wealth Management Inc. Fidelity Merrimack Str Tr Tota Transaction History

Masso Torrence Wealth Management Inc.

$161 Million
Q1 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 110,086 shares of FBND stock, worth $4.98 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

110,086

Previous 102,636 7.26%

Holding current value

$4.98 Million

Previous $4.73 Million 5.54%

% of portfolio

3.09%

Previous 3.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$44.85 - $46.02 $334,132 - $342,849	7,450 Added 7.26%	110,086 $4.99 Million
Q4 2023 Feb 01, 2024	BUY	$42.52 - $46.2 $81,170 - $88,195	1,909 Added 1.9%	102,636 $4.73 Million
Q3 2023 Nov 07, 2023	BUY	$43.43 - $45.7 $324,769 - $341,744	7,478 Added 8.02%	100,727 $4.39 Million
Q2 2023 Aug 11, 2023	BUY	$45.08 - $46.43 $824,107 - $848,786	18,281 Added 24.39%	93,249 $4.24 Million
Q1 2023 May 12, 2023	BUY	$44.84 - $46.8 $229,670 - $239,709	5,122 Added 7.33%	74,968 $3.45 Million

Q4 2022 Feb 14, 2023	BUY	$43.74 - $46.25 $3.06 Million - $3.23 Million	69,846 New	69,846 $3.14 Million

Others Institutions Holding FBND

# of Institutions

478

Shares Held

118M

Call Options Held

100

Put Options Held

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Account

Masso Torrence Wealth Management Inc. Fidelity Merrimack Str Tr Tota Transaction History