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

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

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 1,891,669 shares of FBND stock, worth $85.5 Million. This represents 9.44% of its overall portfolio holdings.

Number of Shares

1,891,669

Previous 1,737,448 8.88%

Holding current value

$85.5 Million

Previous $78 Million 10.77%

% of portfolio

9.44%

Previous 9.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$44.41 - $45.98 $6.85 Million - $7.09 Million	154,221 Added 8.88%	1,891,669 $86.4 Million
Q4 2024 Jan 22, 2025	BUY	$44.87 - $46.86 $6.62 Million - $6.91 Million	147,437 Added 9.27%	1,737,448 $78 Million
Q3 2024 Oct 16, 2024	BUY	$44.65 - $47.21 $13.1 Million - $13.9 Million	294,272 Added 22.71%	1,590,011 $74.3 Million
Q2 2024 Jul 19, 2024	BUY	$44.06 - $45.49 $55.8 Million - $57.6 Million	1,266,595 Added 4345.99%	1,295,739 $58.2 Million
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

667

Shares Held

347M

Call Options Held

35.3K

Put Options Held

1.7K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

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