Silver Oak Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History

Silver Oak Wealth Management LLC

  • $446 Billion
  • Q3 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 68,359 shares of FBND stock, worth $3.1 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
68,359
Previous 58,803 16.25%
Holding current value
$3.1 Million
Previous $2.64 Billion 20.93%
% of portfolio
0.72%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$44.65 - $47.21 $426,675 - $451,138
9,556 Added 16.25%
68,359 $3.2 Billion
Q2 2024

Aug 08, 2024
BUY
$44.06 - $45.49 $116,098 - $119,866
2,635 Added 4.69%
58,803 $2.64 Billion
Q1 2024

May 07, 2024
BUY
$44.85 - $46.02 $483,931 - $496,555
10,790 Added 23.78%
56,168 $2.54 Billion
Q4 2023

Feb 14, 2024
BUY
$42.52 - $46.2 $1.93 Million - $2.1 Million
45,378 New
45,378 $2.09 Billion

Others Institutions Holding FBND

# of Institutions
557
Shares Held
192M
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
Track This Portfolio

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management 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 Silver Oak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email