Olio Financial Planning Fidelity Merrimack Str Tr Tota Transaction History

Olio Financial Planning

$288 Million
Q1 2025

A detailed history of Olio Financial Planning transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Olio Financial Planning holds 854,166 shares of FBND stock, worth $38.5 Million. This represents 13.5% of its overall portfolio holdings.

Number of Shares

854,166

Previous 765,888 11.53%

Holding current value

$38.5 Million

Previous $34.4 Million 13.14%

% of portfolio

13.5%

Previous 12.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$44.41 - $45.98 $3.92 Million - $4.06 Million	88,278 Added 11.53%	854,166 $38.9 Million
Q4 2024 Jan 21, 2025	BUY	$44.87 - $46.86 $29.3 Million - $30.6 Million	653,991 Added 584.46%	765,888 $34.4 Million
Q1 2024 Apr 15, 2024	SELL	$44.85 - $46.02 $184,019 - $188,820	-4,103 Reduced 3.54%	111,897 $5.07 Million
Q4 2023 Jan 10, 2024	BUY	$42.52 - $46.2 $691,332 - $751,165	16,259 Added 16.3%	116,000 $5.34 Million
Q3 2023 Oct 19, 2023	BUY	$43.43 - $45.7 $384,181 - $404,262	8,846 Added 9.73%	99,741 $4.34 Million
Q2 2023 Jul 13, 2023	BUY	$45.08 - $46.43 $555,520 - $572,156	12,323 Added 15.68%	90,895 $4.13 Million
Q1 2023 Apr 11, 2023	BUY	$44.84 - $46.8 $958,185 - $1 Million	21,369 Added 37.36%	78,572 $3.61 Million
Q4 2022 Jan 13, 2023	BUY	$43.44 - $46.25 $794,387 - $845,773	18,287 Added 46.99%	57,203 $0
Q3 2022 Oct 18, 2022	BUY	$44.28 - $48.06 $111,497 - $121,015	2,518 Added 6.92%	38,916 $1.73 Million
Q2 2022 Jul 15, 2022	BUY	$45.82 - $49.76 $803,224 - $872,292	17,530 Added 92.91%	36,398 $1.69 Million
Q1 2022 Apr 21, 2022	BUY	$49.44 - $52.65 $932,833 - $993,400	18,868 New	18,868 $939,000

Others Institutions Holding FBND

# of Institutions

646

Shares Held

314M

Call Options Held

12.3K

Put Options Held

4.6K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Olio Financial Planning Fidelity Merrimack Str Tr Tota Transaction History