W.G. Shaheen & Associates Dba Whitney & CO Fidelity Merrimack Str Tr Tota Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $963 Million
  • Q2 2025

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 688,361 shares of FBND stock, worth $31.6 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
688,361
Previous 673,137 2.26%
Holding current value
$31.6 Million
Previous $30.7 Million 2.49%
% of portfolio
3.27%
Previous 3.44%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$44.68 - $45.96 $680,208 - $699,695
15,224 Added 2.26%
688,361 $31.5 Million
Q1 2025

May 06, 2025
BUY
$44.41 - $45.98 $1.71 Million - $1.77 Million
38,581 Added 6.08%
673,137 $30.7 Million
Q4 2024

Feb 04, 2025
BUY
$44.87 - $46.86 $1.16 Million - $1.21 Million
25,835 Added 4.24%
634,556 $28.5 Million
Q3 2024

Nov 07, 2024
BUY
$44.65 - $47.21 $915,325 - $967,805
20,500 Added 3.49%
608,721 $28.5 Million
Q2 2024

Jul 30, 2024
BUY
$44.06 - $45.49 $875,119 - $903,522
19,862 Added 3.49%
588,221 $26.4 Million
Q1 2024

May 08, 2024
BUY
$44.85 - $46.02 $1.3 Million - $1.33 Million
28,879 Added 5.35%
568,359 $25.8 Million
Q4 2023

Feb 08, 2024
BUY
$42.52 - $46.2 $22.9 Million - $24.9 Million
539,480 New
539,480 $24.8 Million

Others Institutions Holding FBND

# of Institutions
686
Shares Held
352M
Call Options Held
35.3K
Put Options Held
1.7K
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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