Powell Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 69,961 shares of FBND stock, worth $3.17 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
69,961
Previous 74,310 5.85%
Holding current value
$3.17 Million
Previous $3.34 Million 2.07%
% of portfolio
1.55%
Previous 1.75%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$44.65 - $47.21 $194,182 - $205,316
-4,349 Reduced 5.85%
69,961 $3.27 Million
Q2 2024

Jul 30, 2024
SELL
$44.06 - $45.49 $410,242 - $423,557
-9,311 Reduced 11.13%
74,310 $3.34 Million
Q1 2024

Apr 15, 2024
SELL
$44.85 - $46.02 $203,977 - $209,298
-4,548 Reduced 5.16%
83,621 $3.79 Million
Q4 2023

Jan 31, 2024
SELL
$42.52 - $46.2 $97,285 - $105,705
-2,288 Reduced 2.53%
88,169 $4.06 Million
Q3 2023

Oct 16, 2023
SELL
$43.43 - $45.7 $360,251 - $379,081
-8,295 Reduced 8.4%
90,457 $3.94 Million
Q2 2023

Aug 02, 2023
SELL
$45.08 - $46.43 $2.66 Million - $2.74 Million
-59,082 Reduced 37.43%
98,752 $4.49 Million
Q1 2023

May 10, 2023
SELL
$44.84 - $46.8 $17,756 - $18,532
-396 Reduced 0.25%
157,834 $7.26 Million
Q4 2022

Feb 14, 2023
BUY
$43.44 - $46.25 $6.21 Million - $6.62 Million
143,063 Added 943.25%
158,230 $7.12 Million
Q3 2022

Nov 14, 2022
BUY
$44.28 - $48.06 $134,832 - $146,342
3,045 Added 25.12%
15,167 $676,000
Q2 2022

Aug 02, 2022
BUY
$45.82 - $49.76 $1,695 - $1,841
37 Added 0.31%
12,122 $565,000
Q1 2022

May 09, 2022
BUY
$49.44 - $52.65 $292,437 - $311,424
5,915 Added 95.87%
12,085 $603,000
Q4 2019

Feb 10, 2020
BUY
$51.28 - $52.07 $316,397 - $321,271
6,170 New
6,170 $320,000

Others Institutions Holding FBND

# of Institutions
530
Shares Held
172M
Call Options Held
3.1K
Put Options Held
5.4K
View Full List

About FIDELITY MERRIMACK STR TR TOTA

FBND Quotes by TradingView
  • Ticker FBND
  • Sector ETFs
  • Industry ETFs
More about FBND
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