Summit Financial Strategies, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 29,144 shares of FBND stock, worth $1.32 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
29,144
Previous 25,180 15.74%
Holding current value
$1.32 Million
Previous $1.16 Million 13.89%
% of portfolio
0.19%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$44.85 - $46.02 $177,785 - $182,423
3,964 Added 15.74%
29,144 $1.32 Million
Q4 2023

Feb 13, 2024
BUY
$42.52 - $46.2 $1.07 Million - $1.16 Million
25,180 New
25,180 $1.16 Million

Others Institutions Holding FBND

# of Institutions
478
Shares Held
118M
Call Options Held
100
Put Options Held
0
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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