Kingswood Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 115,745 shares of FBND stock, worth $5.25 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
115,745
Previous 136,288 15.07%
Holding current value
$5.25 Million
Previous $6.37 Billion 18.47%
% of portfolio
0.39%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$44.87 - $46.86 $921,764 - $962,644
-20,543 Reduced 15.07%
115,745 $5.19 Billion
Q3 2024

Oct 21, 2024
BUY
$44.65 - $47.21 $6.09 Million - $6.43 Million
136,288 New
136,288 $6.37 Billion

Others Institutions Holding FBND

# of Institutions
633
Shares Held
309M
Call Options Held
12.3K
Put Options Held
4.6K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email