Madison Wealth Partners, Inc Fidelity Merrimack Str Tr Tota Transaction History

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 134,917 shares of FBND stock, worth $6.19 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

134,917

Previous 103,140 30.81%

Holding current value

$6.19 Million

Previous $4.82 Million 25.58%

% of portfolio

1.76%

Previous 1.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$44.87 - $46.86 $1.43 Million - $1.49 Million	31,777 Added 30.81%	134,917 $6.05 Million
Q3 2024 Oct 24, 2024	BUY	$44.65 - $47.21 $200,121 - $211,595	4,482 Added 4.54%	103,140 $4.82 Million
Q2 2024 Aug 09, 2024	BUY	$44.06 - $45.49 $358,163 - $369,788	8,129 Added 8.98%	98,658 $4.43 Million
Q1 2024 Apr 29, 2024	BUY	$44.85 - $46.02 $1.07 Million - $1.1 Million	23,857 Added 35.78%	90,529 $4.1 Million
Q4 2023 Feb 12, 2024	BUY	$42.52 - $46.2 $1.1 Million - $1.2 Million	25,888 Added 63.48%	66,672 $3.07 Million
Q3 2023 Nov 01, 2023	BUY	$43.43 - $45.7 $1.54 Million - $1.62 Million	35,447 Added 664.17%	40,784 $1.78 Million
Q2 2023 Jul 20, 2023	BUY	$45.08 - $46.43 $240,591 - $247,796	5,337 New	5,337 $242,000

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 Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Fidelity Merrimack Str Tr Tota Transaction History