Benchmark Financial Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Benchmark Financial Wealth Advisors, LLC

$340 Million
Q4 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 15,753 shares of FBND stock, worth $728,576. This represents 0.21% of its overall portfolio holdings.

Number of Shares

15,753

Previous 13,825 13.95%

Holding current value

$728,576

Previous $639,000 13.93%

% of portfolio

0.21%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$46.2 - $46.85 $89,073 - $90,326	1,928 Added 13.95%	15,753 $728,000
Q3 2025 Oct 22, 2025	BUY	$45.26 - $46.63 $40,100 - $41,314	886 Added 6.85%	13,825 $639,000
Q2 2025 Aug 05, 2025	BUY	$44.68 - $45.96 $19,748 - $20,314	442 Added 3.54%	12,939 $591,000
Q1 2025 Apr 25, 2025	SELL	$44.41 - $45.98 $933,009 - $965,993	-21,009 Reduced 62.7%	12,497 $570,000
Q4 2024 Jan 27, 2025	BUY	$44.87 - $46.86 $1.5 Million - $1.57 Million	33,506 New	33,506 $1.5 Million

Others Institutions Holding FBND

# of Institutions

744

Shares Held

388M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Account

Benchmark Financial Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History