Peterson Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 112,366 shares of FBND stock, worth $5.13 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

112,366

Previous 31,396 257.9%

Holding current value

$5.13 Million

Previous $1.47 Million 243.63%

% of portfolio

1.05%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$44.87 - $46.86 $3.63 Million - $3.79 Million	80,970 Added 257.9%	112,366 $5.04 Million
Q3 2024 Oct 24, 2024	BUY	$44.65 - $47.21 $10,983 - $11,613	246 Added 0.79%	31,396 $1.47 Million
Q2 2024 Jul 18, 2024	SELL	$44.06 - $45.49 $28,066 - $28,977	-637 Reduced 2.0%	31,150 $1.4 Million
Q1 2024 Apr 15, 2024	SELL	$44.85 - $46.02 $126,566 - $129,868	-2,822 Reduced 8.15%	31,787 $1.44 Million
Q4 2023 Jan 10, 2024	SELL	$42.52 - $46.2 $162,766 - $176,853	-3,828 Reduced 9.96%	34,609 $1.59 Million
Q3 2023 Oct 05, 2023	BUY	$43.43 - $45.7 $202,383 - $212,962	4,660 Added 13.8%	38,437 $1.67 Million
Q2 2023 Jul 13, 2023	SELL	$45.08 - $46.43 $89,258 - $91,931	-1,980 Reduced 5.54%	33,777 $1.53 Million
Q1 2023 Apr 06, 2023	BUY	$44.84 - $46.8 $102,055 - $106,516	2,276 Added 6.8%	35,757 $1.64 Million
Q4 2022 Jan 20, 2023	BUY	$43.44 - $46.25 $1.45 Million - $1.55 Million	33,481 New	33,481 $0

Others Institutions Holding FBND

# of Institutions

642

Shares Held

311M

Call Options Held

12.3K

Put Options Held

4.6K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
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Peterson Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History