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

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

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 1,870,283 shares of FBND stock, worth $85.5 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares

1,870,283

Previous 1,394,635 34.11%

Holding current value

$85.5 Million

Previous $62.6 Million 36.44%

% of portfolio

6.21%

Previous 4.97%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $21.1 Million - $21.9 Million	475,648 Added 34.11%	1,870,283 $85.4 Million
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

# of Institutions

666

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

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