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

Primoris Wealth Advisors, LLC

$148 Million
Q3 2025

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 122,431 shares of FBND stock, worth $5.66 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

122,431

Previous 127,193 3.74%

Holding current value

$5.66 Million

Previous $5.82 Million 2.72%

% of portfolio

3.81%

Previous 4.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$45.26 - $46.63 $215,528 - $222,052	-4,762 Reduced 3.74%	122,431 $5.66 Million
Q2 2025 Jul 29, 2025	SELL	$44.68 - $45.96 $615,869 - $633,512	-13,784 Reduced 9.78%	127,193 $5.82 Million
Q1 2025 Apr 24, 2025	SELL	$44.41 - $45.98 $66,881 - $69,245	-1,506 Reduced 1.06%	140,977 $6.44 Million
Q4 2024 Feb 13, 2025	BUY	$44.87 - $46.86 $36,569 - $38,190	815 Added 0.58%	142,483 $6.39 Million
Q3 2024 Nov 01, 2024	BUY	$44.65 - $47.21 $75,235 - $79,548	1,685 Added 1.2%	141,668 $6.62 Million

Q2 2024 Aug 01, 2024	BUY	$44.06 - $45.49 $84,727 - $87,477	1,923 Added 1.39%	139,983 $6.29 Million
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

716

Shares Held

379M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

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