Silver Oak Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History

Silver Oak Wealth Management LLC

$593 Billion
Q3 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 149,522 shares of FBND stock, worth $6.92 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

149,522

Previous 140,183 6.66%

Holding current value

$6.92 Million

Previous $6.41 Billion 7.8%

% of portfolio

1.17%

Previous 1.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$45.26 - $46.63 $422,683 - $435,477	9,339 Added 6.66%	149,522 $6.91 Billion
Q2 2025 Jul 29, 2025	BUY	$44.68 - $45.96 $367,046 - $377,561	8,215 Added 6.22%	140,183 $6.41 Billion
Q1 2025 Apr 30, 2025	BUY	$44.41 - $45.98 $1.77 Million - $1.84 Million	39,945 Added 43.41%	131,968 $6.02 Billion
Q4 2024 Jan 31, 2025	BUY	$44.87 - $46.86 $1.06 Million - $1.11 Million	23,664 Added 34.62%	92,023 $4.13 Billion
Q3 2024 Nov 01, 2024	BUY	$44.65 - $47.21 $426,675 - $451,138	9,556 Added 16.25%	68,359 $3.2 Billion

Q2 2024 Aug 08, 2024	BUY	$44.06 - $45.49 $116,098 - $119,866	2,635 Added 4.69%	58,803 $2.64 Billion
Q1 2024 May 07, 2024	BUY	$44.85 - $46.02 $483,931 - $496,555	10,790 Added 23.78%	56,168 $2.54 Billion
Q4 2023 Feb 14, 2024	BUY	$42.52 - $46.2 $1.93 Million - $2.1 Million	45,378 New	45,378 $2.09 Billion

Others Institutions Holding FBND

# of Institutions

716

Shares Held

379M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Silver Oak Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History