Twin Peaks Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 32,004 shares of FBND stock, worth $1.46 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

32,004

Previous 35,170 9.0%

Holding current value

$1.46 Million

Previous $1.64 Billion 12.64%

% of portfolio

0.61%

Previous 0.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$44.87 - $46.86 $142,058 - $148,358	-3,166 Reduced 9.0%	32,004 $1.44 Billion
Q3 2024 Oct 25, 2024	SELL	$44.65 - $47.21 $51,258 - $54,197	-1,148 Reduced 3.16%	35,170 $1.64 Billion
Q2 2024 Jul 31, 2024	SELL	$44.06 - $45.49 $48,466 - $50,039	-1,100 Reduced 2.94%	36,318 $1.63 Billion
Q1 2024 Apr 23, 2024	BUY	$44.85 - $46.02 $215,549 - $221,172	4,806 Added 14.74%	37,418 $1.7 Billion
Q4 2023 Jan 17, 2024	BUY	$42.52 - $46.2 $1.39 Million - $1.51 Million	32,612 New	32,612 $1.5 Billion

Others Institutions Holding FBND

# of Institutions

639

Shares Held

310M

Call Options Held

12.3K

Put Options Held

4.6K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Account

Twin Peaks Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History