Insight Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History

Insight Wealth Partners, LLC

$723 Million
Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 184,395 shares of FBND stock, worth $8.38 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

184,395

Previous 165,542 11.39%

Holding current value

$8.38 Million

Previous $7.74 Million 6.93%

% of portfolio

1.14%

Previous 1.55%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$44.87 - $46.86 $845,934 - $883,451	18,853 Added 11.39%	184,395 $8.27 Million
Q3 2024 Nov 13, 2024	BUY	$44.65 - $47.21 $467,485 - $494,288	10,470 Added 6.75%	165,542 $7.74 Million
Q2 2024 Jul 18, 2024	BUY	$44.06 - $45.49 $170,732 - $176,273	3,875 Added 2.56%	155,072 $6.97 Million
Q1 2024 May 10, 2024	BUY	$44.85 - $46.02 $1.2 Million - $1.23 Million	26,697 Added 21.44%	151,197 $6.85 Million
Q4 2023 Feb 13, 2024	BUY	$42.52 - $46.2 $153,667 - $166,966	3,614 Added 2.99%	124,500 $5.73 Million
Q3 2023 Oct 30, 2023	BUY	$43.43 - $45.7 $168,117 - $176,904	3,871 Added 3.31%	120,886 $5.27 Million
Q2 2023 Aug 11, 2023	SELL	$45.08 - $46.43 $322,322 - $331,974	-7,150 Reduced 5.76%	117,015 $5.31 Million
Q1 2023 May 12, 2023	BUY	$44.84 - $46.8 $97,661 - $101,930	2,178 Added 1.79%	124,165 $5.71 Million
Q4 2022 Jan 31, 2023	BUY	$43.44 - $46.25 $1.86 Million - $1.98 Million	42,798 Added 54.05%	121,987 $5.49 Million
Q3 2022 Dec 01, 2022	SELL	$44.28 - $48.06 $2.11 Million - $2.29 Million	-47,615 Reduced 37.55%	79,189 $3.52 Million
Q2 2022 Jul 13, 2022	BUY	$45.82 - $49.76 $40,963 - $44,485	894 Added 0.71%	126,804 $5.9 Million
Q1 2022 May 02, 2022	SELL	$49.44 - $52.65 $4.29 Million - $4.57 Million	-86,837 Reduced 40.82%	125,910 $6.27 Million
Q4 2021 Feb 04, 2022	BUY	$52.72 - $53.5 $1.39 Million - $1.41 Million	26,366 Added 14.15%	212,747 $11.3 Million
Q3 2021 Nov 05, 2021	BUY	$53.1 - $53.89 $196,735 - $199,662	3,705 Added 2.03%	186,381 $9.9 Million
Q2 2021 Jul 14, 2021	BUY	$52.51 - $53.35 $455,891 - $463,184	8,682 Added 4.99%	182,676 $9.74 Million
Q1 2021 Apr 20, 2021	BUY	$52.24 - $54.18 $3.67 Million - $3.81 Million	70,342 Added 67.86%	173,994 $9.12 Million
Q4 2020 Jan 19, 2021	BUY	$53.87 - $55.12 $3.33 Million - $3.41 Million	61,827 Added 147.82%	103,652 $5.62 Million
Q3 2020 Oct 16, 2020	SELL	$54.1 - $55.37 $2.75 Million - $2.81 Million	-50,787 Reduced 54.84%	41,825 $2.29 Million
Q2 2020 Jul 20, 2020	BUY	$50.81 - $54.25 $372,488 - $397,706	7,331 Added 8.6%	92,612 $5 Million
Q1 2020 May 07, 2020	BUY	$45.08 - $53.74 $1.68 Million - $2.01 Million	37,310 Added 77.78%	85,281 $4.41 Million
Q4 2019 Mar 16, 2020	BUY	$51.28 - $52.07 $2.46 Million - $2.5 Million	47,971 New	47,971 $2.48 Million

Others Institutions Holding FBND

# of Institutions

638

Shares Held

310M

Call Options Held

12.3K

Put Options Held

4.6K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Insight Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History