A detailed history of Rooted Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 386,632 shares of FBND stock, worth $17.6 Million. This represents 7.77% of its overall portfolio holdings.

Number of Shares
386,632
Previous 354,144 9.17%
Holding current value
$17.6 Million
Previous $15.9 Million 10.6%
% of portfolio
7.77%
Previous 7.84%

Shares

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

Jul 25, 2024

BUY
$44.06 - $45.49 $1.43 Million - $1.48 Million
32,488 Added 9.17%
386,632 $17.6 Million
Q1 2024

Apr 17, 2024

BUY
$44.85 - $46.02 $1.82 Million - $1.86 Million
40,503 Added 12.91%
354,144 $15.9 Million
Q4 2023

Feb 07, 2024

BUY
$42.52 - $46.2 $2.23 Million - $2.43 Million
52,537 Added 20.12%
313,641 $14.3 Million
Q3 2023

Nov 21, 2023

BUY
$43.43 - $45.7 $2.47 Million - $2.6 Million
56,835 Added 27.82%
261,104 $11.5 Million
Q2 2023

Aug 03, 2023

BUY
$45.08 - $46.43 $8.93 Million - $9.2 Million
198,159 Added 3243.19%
204,269 $9.22 Million
Q1 2023

Apr 26, 2023

BUY
$44.84 - $46.8 $273,972 - $285,948
6,110 New
6,110 $281,000

Others Institutions Holding FBND

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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