A detailed history of Milestone Asset Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Milestone Asset Management, LLC holds 12,704 shares of FBND stock, worth $587,941. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,704
Previous 8,981 41.45%
Holding current value
$587,941
Previous $407 Million 40.27%
% of portfolio
0.14%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$44.06 - $45.49 $164,035 - $169,359
3,723 Added 41.45%
12,704 $571 Million
Q1 2024

Apr 23, 2024

BUY
$44.85 - $46.02 $402,797 - $413,305
8,981 New
8,981 $407 Million

Others Institutions Holding FBND

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.