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 26,219 shares of FBND stock, worth $1.21 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
26,219
Previous 18,121 44.69%
Holding current value
$1.21 Million
Previous $821,000 43.48%
% of portfolio
0.66%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.