Vista Private Wealth Partners. LLC Fidelity Merrimack Str Tr Tota Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$44.85 - $46.02 $2 Million - $2.06 Million	44,685 New	44,685 $2.02 Million
Q3 2023 Oct 10, 2023	BUY	$43.43 - $45.7 $65,014 - $68,412	1,497 Added 3.62%	42,840 $1.87 Million
Q2 2023 Jul 17, 2023	SELL	$45.08 - $46.43 $51,120 - $52,651	-1,134 Reduced 2.67%	41,343 $1.88 Million
Q1 2023 May 09, 2023	BUY	$44.84 - $46.8 $1,793 - $1,872	40 Added 0.09%	42,477 $1.95 Million
Q4 2022 Jan 12, 2023	BUY	$43.44 - $46.25 $711,416 - $757,436	16,377 Added 62.84%	42,437 $0
Q3 2022 Oct 13, 2022	BUY	$44.28 - $48.06 $6,022 - $6,536	136 Added 0.52%	26,060 $1.17 Million
Q2 2022 Jul 13, 2022	SELL	$45.82 - $49.76 $81,651 - $88,672	-1,782 Reduced 6.43%	25,924 $1.22 Million
Q1 2022 Apr 13, 2022	BUY	$49.44 - $52.65 $32,927 - $35,064	666 Added 2.46%	27,706 $1.38 Million
Q4 2021 Jan 19, 2022	BUY	$52.72 - $53.5 $25,200 - $25,573	478 Added 1.8%	27,040 $1.43 Million
Q3 2021 Oct 13, 2021	BUY	$53.1 - $53.89 $36,692 - $37,237	691 Added 2.67%	26,562 $1.41 Million
Q2 2021 Jul 14, 2021	BUY	$52.51 - $53.35 $1.02 Million - $1.03 Million	19,378 Added 298.44%	25,871 $1.38 Million
Q1 2021 Apr 14, 2021	SELL	$52.24 - $54.18 $663,918 - $688,573	-12,709 Reduced 66.19%	6,493 $355,000
Q4 2020 Jan 20, 2021	BUY	$53.87 - $55.12 $684,633 - $700,520	12,709 Added 195.73%	19,202 $1.04 Million
Q3 2020 Dec 22, 2020	BUY	$54.1 - $55.37 $126,431 - $129,399	2,337 Added 56.23%	6,493 $355,000
Q2 2020 Jul 15, 2020	BUY	$50.81 - $54.25 $609 - $651	12 Added 0.29%	4,156 $224,000
Q1 2020 Apr 16, 2020	BUY	$45.08 - $53.74 $186,811 - $222,698	4,144 New	4,144 $212,000

Others Institutions Holding FBND

# of Institutions

559

Shares Held

192M

Call Options Held

4.4K

Put Options Held

1.5K

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About FIDELITY MERRIMACK STR TR TOTA

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