Masso Torrence Wealth Management Inc. Fidelity Merrimack Str Tr Tota Transaction History

Masso Torrence Wealth Management Inc.

$218 Million
Q3 2025

A detailed history of Masso Torrence Wealth Management Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 139,292 shares of FBND stock, worth $6.44 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

139,292

Previous 137,220 1.51%

Holding current value

$6.44 Million

Previous $6.28 Million 2.6%

% of portfolio

2.96%

Previous 3.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$45.26 - $46.63 $93,778 - $96,617	2,072 Added 1.51%	139,292 $6.44 Million
Q2 2025 Jul 14, 2025	BUY	$44.68 - $45.96 $411,011 - $422,786	9,199 Added 7.19%	137,220 $6.28 Million
Q1 2025 Apr 22, 2025	BUY	$44.41 - $45.98 $246,431 - $255,143	5,549 Added 4.53%	128,021 $5.84 Million
Q4 2024 Jan 23, 2025	BUY	$44.87 - $46.86 $190,697 - $199,155	4,250 Added 3.59%	122,472 $5.5 Million
Q3 2024 Oct 23, 2024	BUY	$44.65 - $47.21 $45,721 - $48,343	1,024 Added 0.87%	118,222 $5.53 Million

Q2 2024 Jul 22, 2024	BUY	$44.06 - $45.49 $313,354 - $323,524	7,112 Added 6.46%	117,198 $5.27 Million
Q1 2024 Apr 23, 2024	BUY	$44.85 - $46.02 $334,132 - $342,849	7,450 Added 7.26%	110,086 $4.99 Million
Q4 2023 Feb 01, 2024	BUY	$42.52 - $46.2 $81,170 - $88,195	1,909 Added 1.9%	102,636 $4.73 Million
Q3 2023 Nov 07, 2023	BUY	$43.43 - $45.7 $324,769 - $341,744	7,478 Added 8.02%	100,727 $4.39 Million
Q2 2023 Aug 11, 2023	BUY	$45.08 - $46.43 $824,107 - $848,786	18,281 Added 24.39%	93,249 $4.24 Million
Q1 2023 May 12, 2023	BUY	$44.84 - $46.8 $229,670 - $239,709	5,122 Added 7.33%	74,968 $3.45 Million
Q4 2022 Feb 14, 2023	BUY	$43.44 - $46.25 $3.03 Million - $3.23 Million	69,846 New	69,846 $3.14 Million

Others Institutions Holding FBND

# of Institutions

725

Shares Held

381M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Masso Torrence Wealth Management Inc. Fidelity Merrimack Str Tr Tota Transaction History