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 111,897 shares of FBND stock, worth $5.04 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
111,897
Previous 111,897 -0.0%
Holding current value
$5.04 Million
Previous $5.03 Million 4.04%
% of portfolio
1.96%
Previous 2.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIDELITY MERRIMACK STR TR TOTA


  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
Track This Portfolio

Track Olio Financial Planning Portfolio

Follow Olio Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.