Personal Cfo Solutions, LLC Fidelity Merrimack Str Tr Tota Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$49.44 - $52.65 $2.34 Million - $2.49 Million	-47,303 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$52.72 - $53.5 $59,573 - $60,455	1,130 Added 2.45%	47,303 $2.51 Million
Q3 2021 Nov 18, 2021	BUY	$53.1 - $53.89 $4,779 - $4,850	90 Added 0.2%	46,173 $2.45 Million
Q2 2021 Jul 22, 2021	BUY	$52.51 - $53.35 $158,685 - $161,223	3,022 Added 7.02%	46,083 $2.46 Million
Q1 2021 Apr 21, 2021	BUY	$52.24 - $54.18 $131,749 - $136,641	2,522 Added 6.22%	43,061 $2.26 Million
Q4 2020 Feb 09, 2021	BUY	$53.87 - $55.12 $664,324 - $679,739	12,332 Added 43.72%	40,539 $2.2 Million
Q3 2020 Nov 02, 2020	SELL	$54.1 - $55.37 $150,993 - $154,537	-2,791 Reduced 9.0%	28,207 $2,000
Q2 2020 Aug 03, 2020	BUY	$50.81 - $54.25 $1.31 Million - $1.4 Million	25,866 Added 504.01%	30,998 $1.67 Million
Q1 2020 Apr 30, 2020	BUY	$45.08 - $53.74 $231,350 - $275,793	5,132 New	5,132 $266,000

Others Institutions Holding FBND

# of Institutions

564

Shares Held

197M

Call Options Held

4.4K

Put Options Held

1.5K

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

More about FBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.