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

Primoris Wealth Advisors, LLC

  • $125 Million
  • Q1 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 138,060 shares of FBND stock, worth $6.25 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares
138,060
Previous 129,077 6.96%
Holding current value
$6.25 Million
Previous $5.94 Million 5.27%
% of portfolio
5.02%
Previous 5.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$44.85 - $46.02 $402,887 - $413,397
8,983 Added 6.96%
138,060 $6.26 Million
Q4 2023

Feb 15, 2024
BUY
$42.52 - $46.2 $23,641 - $25,687
556 Added 0.43%
129,077 $5.94 Million
Q3 2023

Oct 31, 2023
BUY
$43.43 - $45.7 $3.84 Million - $4.05 Million
88,521 Added 221.3%
128,521 $5.6 Million
Q2 2023

Aug 03, 2023
BUY
$45.08 - $46.43 $1.8 Million - $1.86 Million
40,000 New
40,000 $1.82 Million

Others Institutions Holding FBND

# of Institutions
476
Shares Held
118M
Call Options Held
100
Put Options Held
0
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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