A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,394,635 shares of FBND stock, worth $62.9 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
1,394,635
Previous 718,840 94.01%
Holding current value
$62.9 Million
Previous $33.6 Million 86.25%
% of portfolio
4.97%
Previous 3.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$44.87 - $46.86 $30.3 Million - $31.7 Million
675,795 Added 94.01%
1,394,635 $62.6 Million
Q3 2024

Oct 17, 2024

BUY
$44.65 - $47.21 $13.5 Million - $14.3 Million
303,364 Added 73.02%
718,840 $33.6 Million
Q2 2024

Jul 12, 2024

BUY
$44.06 - $45.49 $15.8 Million - $16.3 Million
359,104 Added 637.03%
415,476 $18.7 Million
Q1 2024

May 13, 2024

BUY
$44.85 - $46.02 $2.53 Million - $2.59 Million
56,372 New
56,372 $2.55 Million

Others Institutions Holding FBND

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.