Triad Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History

Triad Wealth Partners, LLC

$495 Billion
Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 407,431 shares of FBND stock, worth $18.7 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

407,431

Previous 367,874 10.75%

Holding current value

$18.7 Million

Previous $16.8 Billion 11.0%

% of portfolio

3.76%

Previous 5.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$44.68 - $45.96 $1.77 Million - $1.82 Million	39,557 Added 10.75%	407,431 $18.6 Billion
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $786,412 - $814,213	17,708 Added 5.06%	367,874 $16.8 Billion
Q4 2024 Feb 06, 2025	SELL	$44.87 - $46.86 $1.94 Million - $2.03 Million	-43,238 Reduced 10.99%	350,166 $15.7 Billion
Q3 2024 Oct 21, 2024	BUY	$44.65 - $47.21 $602,373 - $636,910	13,491 Added 3.55%	393,404 $18.4 Billion
Q2 2024 Jul 18, 2024	BUY	$44.06 - $45.49 $2.25 Million - $2.33 Million	51,165 Added 15.56%	379,913 $17.1 Billion
Q1 2024 Apr 23, 2024	BUY	$44.85 - $46.02 $14.7 Million - $15.1 Million	328,748 New	328,748 $14.9 Billion

Others Institutions Holding FBND

# of Institutions

679

Shares Held

350M

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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Triad Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History