Wealthspan Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History

Wealthspan Partners, LLC

$204 Million
Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wealthspan Partners, LLC holds 71,549 shares of FBND stock, worth $3.26 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

71,549

Previous 51,404 39.19%

Holding current value

$3.26 Million

Previous $2.4 Million 33.64%

% of portfolio

1.58%

Previous 1.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$44.87 - $46.86 $903,906 - $943,994	20,145 Added 39.19%	71,549 $3.21 Million
Q3 2024 Nov 04, 2024	BUY	$44.65 - $47.21 $1.12 Million - $1.19 Million	25,185 Added 96.06%	51,404 $2.4 Million
Q2 2024 Jul 19, 2024	BUY	$44.06 - $45.49 $356,797 - $368,378	8,098 Added 44.69%	26,219 $1.18 Million
Q1 2024 Apr 29, 2024	BUY	$44.85 - $46.02 $201,690 - $206,951	4,497 Added 33.01%	18,121 $821,000
Q4 2023 Jan 29, 2024	BUY	$42.52 - $46.2 $107,575 - $116,886	2,530 Added 22.81%	13,624 $627,000
Q3 2023 Nov 01, 2023	BUY	$43.43 - $45.7 $481,812 - $506,995	11,094 New	11,094 $483,000

Others Institutions Holding FBND

# of Institutions

642

Shares Held

311M

Call Options Held

12.3K

Put Options Held

4.6K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Wealthspan Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History