Mc Kinley Carter Wealth Services, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.82 Billion
Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,113,419 shares of FBND stock, worth $97.7 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares

2,113,419

Previous 1,998,346 5.76%

Holding current value

$97.7 Million

Previous $91.4 Million 6.89%

% of portfolio

5.36%

Previous 5.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$45.26 - $46.63 $5.21 Million - $5.37 Million	115,073 Added 5.76%	2,113,419 $97.7 Million
Q2 2025 Jul 24, 2025	BUY	$44.68 - $45.96 $4.16 Million - $4.28 Million	93,078 Added 4.89%	1,998,346 $91.4 Million
Q1 2025 Apr 15, 2025	BUY	$44.41 - $45.98 $15.8 Million - $16.3 Million	355,124 Added 22.91%	1,905,268 $86.7 Million
Q4 2024 Jan 22, 2025	BUY	$44.87 - $46.86 $8.74 Million - $9.12 Million	194,687 Added 14.36%	1,550,144 $69.6 Million
Q3 2024 Oct 15, 2024	BUY	$44.65 - $47.21 $43.5 Million - $46 Million	975,262 Added 256.52%	1,355,457 $63.4 Million

Q2 2024 Aug 09, 2024	BUY	$44.06 - $45.49 $16.8 Million - $17.3 Million	380,195 New	380,195 $17.1 Million

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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Mc Kinley Carter Wealth Services, Inc. Fidelity Merrimack Str Tr Tota Transaction History