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

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

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 $63 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
1,394,635
Previous 718,840 94.01%
Holding current value
$63 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

# of Institutions
569
Shares Held
198M
Call Options Held
4.4K
Put Options Held
1.5K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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