Wheelhouse Advisory Group LLC Fidelity Merrimack Str Tr Tota Transaction History

Wheelhouse Advisory Group LLC

$175 Billion
Q1 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 8,644 shares of FBND stock, worth $394,079. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,644

Previous 10,279 15.91%

Holding current value

$394,079

Previous $461 Million 14.44%

% of portfolio

0.23%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$44.41 - $45.98 $72,610 - $75,177	-1,635 Reduced 15.91%	8,644 $395 Million
Q4 2024 Jan 21, 2025	SELL	$44.87 - $46.86 $15,255 - $15,932	-340 Reduced 3.2%	10,279 $461 Million
Q3 2024 Oct 29, 2024	SELL	$44.65 - $47.21 $73,672 - $77,896	-1,650 Reduced 13.45%	10,619 $496 Million
Q2 2024 Jul 18, 2024	SELL	$44.06 - $45.49 $10,926 - $11,281	-248 Reduced 1.98%	12,269 $550 Million
Q1 2024 Apr 23, 2024	BUY	$44.85 - $46.02 $10,180 - $10,446	227 Added 1.85%	12,517 $567 Million
Q4 2023 Jan 31, 2024	BUY	$42.52 - $46.2 $522,570 - $567,798	12,290 New	12,290 $566 Million

Others Institutions Holding FBND

# of Institutions

658

Shares Held

325M

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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Wheelhouse Advisory Group LLC Fidelity Merrimack Str Tr Tota Transaction History