Insight Wealth Strategies, LLC Fidelity Merrimack Str Tr Tota Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 16,317 shares of FBND stock, worth $744,055. This represents 0.1% of its overall portfolio holdings.

Number of Shares

16,317

Previous 14,550 12.14%

Holding current value

$744,055

Previous $680,000 7.65%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$44.87 - $46.86 $79,285 - $82,801	1,767 Added 12.14%	16,317 $732,000
Q3 2024 Oct 07, 2024	SELL	$44.65 - $47.21 $15,493 - $16,381	-347 Reduced 2.33%	14,550 $680,000
Q2 2024 Jul 08, 2024	BUY	$44.06 - $45.49 $19,386 - $20,015	440 Added 3.04%	14,897 $669,000
Q1 2024 Apr 05, 2024	BUY	$44.85 - $46.02 $44,222 - $45,375	986 Added 7.32%	14,457 $655,000
Q4 2023 Jan 12, 2024	BUY	$42.52 - $46.2 $101,665 - $110,464	2,391 Added 21.58%	13,471 $620,000
Q3 2023 Oct 13, 2023	BUY	$43.43 - $45.7 $9,554 - $10,054	220 Added 2.03%	11,080 $482,000
Q2 2023 Jul 14, 2023	BUY	$45.08 - $46.43 $489,568 - $504,229	10,860 New	10,860 $493,000

Others Institutions Holding FBND

# of Institutions

643

Shares Held

311M

Call Options Held

12.3K

Put Options Held

4.6K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

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Insight Wealth Strategies, LLC Fidelity Merrimack Str Tr Tota Transaction History