Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 498,577 shares of FBND stock, worth $22.8 Million. This represents 15.25% of its overall portfolio holdings.

Number of Shares

498,577

Previous 488,984 1.96%

Holding current value

$22.8 Million

Previous $21.9 Billion 3.73%

% of portfolio

15.25%

Previous 14.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$44.41 - $45.98 $426,025 - $441,086	9,593 Added 1.96%	498,577 $22.8 Billion
Q4 2024 Jan 15, 2025	SELL	$44.87 - $46.86 $44,331 - $46,297	-988 Reduced 0.2%	488,984 $21.9 Billion
Q3 2024 Oct 17, 2024	BUY	$44.65 - $47.21 $294,823 - $311,727	6,603 Added 1.37%	489,972 $22.9 Billion
Q2 2024 Jul 15, 2024	BUY	$44.06 - $45.49 $15.8 Million - $16.4 Million	359,658 Added 290.72%	483,369 $21.7 Billion
Q1 2024 Apr 15, 2024	BUY	$44.85 - $46.02 $1.83 Million - $1.88 Million	40,858 Added 49.31%	123,711 $5.61 Billion
Q4 2023 Feb 12, 2024	BUY	$42.52 - $46.2 $3.52 Million - $3.83 Million	82,853 New	82,853 $3.81 Billion

Others Institutions Holding FBND

# of Institutions

668

Shares Held

347M

Call Options Held

35.3K

Put Options Held

1.7K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Account

Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History