Primoris Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History

Primoris Wealth Advisors, LLC

$139 Million
Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 141,668 shares of FBND stock, worth $6.43 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

141,668

Previous 139,983 1.2%

Holding current value

$6.43 Million

Previous $6.29 Million 5.28%

% of portfolio

4.77%

Previous 5.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$44.65 - $47.21 $75,235 - $79,548	1,685 Added 1.2%	141,668 $6.62 Million
Q2 2024 Aug 01, 2024	BUY	$44.06 - $45.49 $84,727 - $87,477	1,923 Added 1.39%	139,983 $6.29 Million
Q1 2024 May 07, 2024	BUY	$44.85 - $46.02 $402,887 - $413,397	8,983 Added 6.96%	138,060 $6.26 Million
Q4 2023 Feb 15, 2024	BUY	$42.52 - $46.2 $23,641 - $25,687	556 Added 0.43%	129,077 $5.94 Million
Q3 2023 Oct 31, 2023	BUY	$43.43 - $45.7 $3.84 Million - $4.05 Million	88,521 Added 221.3%	128,521 $5.6 Million
Q2 2023 Aug 03, 2023	BUY	$45.08 - $46.43 $1.8 Million - $1.86 Million	40,000 New	40,000 $1.82 Million

Others Institutions Holding FBND

# of Institutions

531

Shares Held

172M

Call Options Held

3.1K

Put Options Held

5.4K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
Industry ETFs

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Primoris Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History