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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,088 shares of FBND stock, worth $836,570. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,088
Previous 5,555 225.62%
Holding current value
$836,570
Previous $253,000 226.88%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$44.68 - $45.96 $559,974 - $576,016
12,533 Added 225.62%
18,088 $827,000
Q1 2025

May 15, 2025
SELL
$44.41 - $45.98 $17,453 - $18,070
-393 Reduced 6.61%
5,555 $253,000
Q4 2024

Feb 13, 2025
BUY
$44.87 - $46.86 $266,886 - $278,723
5,948 New
5,948 $266,000

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

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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