A detailed history of Lokken Investment Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Lokken Investment Group LLC holds 117,115 shares of FBND stock, worth $5.36 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
117,115
Previous 102,016 14.8%
Holding current value
$5.36 Million
Previous $4.62 Million 13.83%
% of portfolio
2.57%
Previous 2.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$44.06 - $45.49 $665,261 - $686,853
15,099 Added 14.8%
117,115 $5.26 Million
Q1 2024

May 14, 2024

SELL
$44.85 - $46.02 $3.61 Million - $3.7 Million
-80,439 Reduced 44.09%
102,016 $4.62 Million
Q4 2023

Feb 13, 2024

BUY
$42.52 - $46.2 $472,864 - $513,790
11,121 Added 6.49%
182,455 $8.4 Million
Q3 2023

Nov 13, 2023

BUY
$43.43 - $45.7 $592,776 - $623,759
13,649 Added 8.66%
171,334 $7.46 Million
Q2 2023

Aug 09, 2023

BUY
$45.08 - $46.43 $590,187 - $607,861
13,092 Added 9.05%
157,685 $7.16 Million
Q1 2023

May 08, 2023

BUY
$44.84 - $46.8 $396,520 - $413,852
8,843 Added 6.51%
144,593 $6.65 Million
Q4 2022

Feb 13, 2023

BUY
$43.44 - $46.25 $322,064 - $342,897
7,414 Added 5.78%
135,750 $6.11 Million
Q3 2022

Nov 14, 2022

BUY
$44.28 - $48.06 $5.68 Million - $6.17 Million
128,336 New
128,336 $5.7 Million

Others Institutions Holding FBND

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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