Nikulski Financial, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Nikulski Financial, Inc.

$324 Million
Q1 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	SELL	$49.44 - $52.65 $209,477 - $223,078	-4,237 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$52.51 - $53.35 $139,414 - $141,644	-2,655 Reduced 38.52%	4,237 $227,000
Q4 2020 Feb 09, 2021	SELL	$53.87 - $55.12 $23,487 - $24,032	-436 Reduced 5.95%	6,892 $374,000
Q2 2020 Jul 17, 2020	SELL	$50.81 - $54.25 $109,597 - $117,017	-2,157 Reduced 22.74%	7,328 $395,000
Q1 2020 Apr 29, 2020	SELL	$45.08 - $53.74 $431,776 - $514,721	-9,578 Reduced 50.24%	9,485 $491,000
Q4 2019 Feb 04, 2020	SELL	$51.28 - $52.07 $50,408 - $51,184	-983 Reduced 4.9%	19,063 $998,000
Q3 2019 Oct 22, 2019	SELL	$50.9 - $52.16 $37,920 - $38,859	-745 Reduced 3.58%	20,046 $1.04 Million
Q2 2019 Jul 22, 2019	SELL	$49.82 - $51.15 $186,974 - $191,965	-3,753 Reduced 15.29%	20,791 $1.06 Million
Q1 2019 Apr 12, 2019	SELL	$48.51 - $50.03 $9,556 - $9,855	-197 Reduced 0.8%	24,544 $1.23 Million
Q4 2018 Jan 28, 2019	SELL	$47.95 - $48.6 $24,790 - $25,126	-517 Reduced 2.05%	24,741 $1.2 Million
Q3 2018 Nov 02, 2018	SELL	$48.55 - $49.16 $351,890 - $356,311	-7,248 Reduced 22.3%	25,258 $1.21 Million
Q2 2018 Aug 10, 2018	BUY	$48.54 - $49.29 $171,054 - $173,697	3,524 Added 12.16%	32,506 $1.59 Million
Q1 2018 May 11, 2018	BUY	$48.94 - $50.22 $1.16 Million - $1.19 Million	23,620 Added 440.51%	28,982 $1.42 Million
Q4 2017 Feb 09, 2018	BUY	$50.01 - $50.5 $268,153 - $270,781	5,362	5,362 $269,000

Others Institutions Holding FBND

# of Institutions

663

Shares Held

341M

Call Options Held

12.3K

Put Options Held

4.6K

Northwestern Mutual Wealth Management CO

81.2M
Shares

$3.7 Billion
3.05% of portfolio
Morgan Stanley New York, NY

34.9M
Shares

$1.59 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

11.6M
Shares

$531 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

10.2M
Shares

$466 Million
0.04% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

9.56M
Shares

$436 Million
3.06% of portfolio

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