Kfg Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History

Kfg Wealth Management, LLC

$472 Million
Q3 2025

A detailed history of Kfg Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 667,679 shares of FBND stock, worth $30.9 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares

667,679

Previous 607,904 9.83%

Holding current value

$30.9 Million

Previous $27.8 Million 11.01%

% of portfolio

6.54%

Previous 6.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$45.26 - $46.63 $2.71 Million - $2.79 Million	59,775 Added 9.83%	667,679 $30.9 Million
Q2 2025 Jul 14, 2025	BUY	$44.68 - $45.96 $558,231 - $574,224	12,494 Added 2.1%	607,904 $27.8 Million
Q1 2025 Apr 11, 2025	BUY	$44.41 - $45.98 $1.41 Million - $1.46 Million	31,734 Added 5.63%	595,410 $27.1 Million
Q4 2024 Jan 21, 2025	BUY	$44.87 - $46.86 $12.3 Million - $12.8 Million	274,051 Added 94.62%	563,676 $25.3 Million
Q3 2024 Oct 15, 2024	BUY	$44.65 - $47.21 $12.1 Million - $12.8 Million	270,566 Added 1419.62%	289,625 $13.5 Million

Q2 2024 Jul 19, 2024	BUY	$44.06 - $45.49 $167,295 - $172,725	3,797 Added 24.88%	19,059 $856,000
Q1 2024 Apr 19, 2024	BUY	$44.85 - $46.02 $684,500 - $702,357	15,262 New	15,262 $691,000

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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Kfg Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History