Ever Source Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,260 shares of FBND stock, worth $520,775. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,260

Previous 10,451 7.74%

Holding current value

$520,775

Previous $478,000 8.79%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$45.26 - $46.63 $36,615 - $37,723	809 Added 7.74%	11,260 $520,000
Q2 2025 Aug 13, 2025	BUY	$44.68 - $45.96 $74,704 - $76,845	1,672 Added 19.05%	10,451 $478,000
Q1 2025 May 13, 2025	SELL	$44.41 - $45.98 $1,554 - $1,609	-35 Reduced 0.4%	8,779 $400,000
Q4 2024 Feb 07, 2025	BUY	$44.87 - $46.86 $3,679 - $3,842	82 Added 0.94%	8,814 $395,000
Q3 2024 Nov 08, 2024	BUY	$44.65 - $47.21 $167,169 - $176,754	3,744 Added 75.06%	8,732 $408,000

Q2 2024 Aug 13, 2024	BUY	$44.06 - $45.49 $25,114 - $25,929	570 Added 12.9%	4,988 $224,000
Q1 2024 Jun 11, 2024	BUY	$44.85 - $46.02 $63,014 - $64,658	1,405 Added 46.63%	4,418 $200,000
Q4 2023 Feb 09, 2024	BUY	$42.52 - $46.2 $128,112 - $139,200	3,013 New	3,013 $138,000

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

Ticker FBND
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Ever Source Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History