Falcon Wealth Planning Fidelity Merrimack Str Tr Tota Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Falcon Wealth Planning holds 1,109,388 shares of FBND stock, worth $50.8 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares
1,109,388
Previous 1,086,918 2.07%
Holding current value
$50.8 Million
Previous $50.8 Million 2.02%
% of portfolio
6.14%
Previous 6.37%

Shares

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

Jan 22, 2025
BUY
$44.87 - $46.86 $1.01 Million - $1.05 Million
22,470 Added 2.07%
1,109,388 $49.8 Million
Q3 2024

Oct 30, 2024
BUY
$44.65 - $47.21 $2.82 Million - $2.99 Million
63,239 Added 6.18%
1,086,918 $50.8 Million
Q2 2024

Jul 16, 2024
BUY
$44.06 - $45.49 $37.1 Million - $38.3 Million
842,929 Added 466.35%
1,023,679 $46 Million
Q1 2024

Apr 15, 2024
BUY
$44.85 - $46.02 $8.11 Million - $8.32 Million
180,750 New
180,750 $8.19 Million

Others Institutions Holding FBND

# of Institutions
640
Shares Held
310M
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 Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning 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 Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email