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

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 35,356 shares of FBND stock, worth $1.62 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

35,356

Previous 29,936 18.11%

Holding current value

$1.62 Million

Previous $1.4 Million 13.37%

% of portfolio

0.11%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$44.87 - $46.86 $243,195 - $253,981	5,420 Added 18.11%	35,356 $1.59 Million
Q3 2024 Oct 25, 2024	BUY	$44.65 - $47.21 $1.11 Million - $1.17 Million	24,811 Added 484.12%	29,936 $1.4 Million
Q2 2024 Jul 15, 2024	BUY	$44.06 - $45.49 $2,687 - $2,774	61 Added 1.2%	5,125 $230,000
Q1 2024 Apr 30, 2024	BUY	$44.85 - $46.02 $2,601 - $2,669	58 Added 1.16%	5,064 $229,000
Q4 2023 Feb 07, 2024	BUY	$42.52 - $46.2 $2,423 - $2,633	57 Added 1.15%	5,006 $230,000
Q3 2023 Nov 02, 2023	BUY	$43.43 - $45.7 $2,432 - $2,559	56 Added 1.14%	4,949 $215,000
Q2 2023 Aug 07, 2023	BUY	$45.08 - $46.43 $2,208 - $2,275	49 Added 1.01%	4,893 $222,000
Q1 2023 Apr 19, 2023	BUY	$44.84 - $46.8 $2,152 - $2,246	48 Added 1.0%	4,844 $222,000
Q4 2022 Feb 13, 2023	BUY	$43.44 - $46.25 $1,911 - $2,035	44 Added 0.93%	4,796 $215,000
Q3 2022 Oct 21, 2022	BUY	$44.28 - $48.06 $1,594 - $1,730	36 Added 0.76%	4,752 $211,000
Q2 2022 Aug 02, 2022	BUY	$45.82 - $49.76 $216,087 - $234,668	4,716 New	4,716 $219,000

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

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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

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