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

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

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 1,550,144 shares of FBND stock, worth $70.1 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares

1,550,144

Previous 1,355,457 14.36%

Holding current value

$70.1 Million

Previous $63.4 Million 9.79%

% of portfolio

4.35%

Previous 3.92%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

595

Shares Held

208M

Call Options Held

4.4K

Put Options Held

1.5K

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About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
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Mc Kinley Carter Wealth Services, Inc. Fidelity Merrimack Str Tr Tota Transaction History