Foundations Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 278,995 shares of FBND stock, worth $12.6 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

278,995

Previous 229,398 21.62%

Holding current value

$12.6 Million

Previous $10.7 Million 16.75%

% of portfolio

0.26%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$44.87 - $46.86 $2.23 Million - $2.32 Million	49,597 Added 21.62%	278,995 $12.5 Million
Q3 2024 Oct 21, 2024	BUY	$44.65 - $47.21 $2.17 Million - $2.3 Million	48,702 Added 26.95%	229,398 $10.7 Million
Q2 2024 Aug 02, 2024	BUY	$44.06 - $45.49 $2.27 Million - $2.34 Million	51,532 Added 39.9%	180,696 $8.12 Million
Q1 2024 May 13, 2024	BUY	$44.85 - $46.02 $1.37 Million - $1.4 Million	30,443 Added 30.84%	129,164 $5.85 Million
Q4 2023 Feb 08, 2024	BUY	$42.52 - $46.2 $4.2 Million - $4.56 Million	98,721 New	98,721 $4.55 Million
Q4 2018 Feb 11, 2019	SELL	$47.95 - $48.6 $1.72 Million - $1.75 Million	-35,909 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$48.55 - $49.16 $1.74 Million - $1.77 Million	35,909 New	35,909 $1.75 Million

Others Institutions Holding FBND

# of Institutions

579

Shares Held

200M

Call Options Held

4.4K

Put Options Held

1.5K

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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History