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

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,407,495 shares of FBND stock, worth $158 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares

3,407,495

Previous 2,644,754 28.84%

Holding current value

$158 Million

Previous $121 Million 30.22%

% of portfolio

8.58%

Previous 7.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$45.26 - $46.63 $34.5 Million - $35.6 Million	762,741 Added 28.84%	3,407,495 $158 Million
Q2 2025 Jul 23, 2025	BUY	$44.68 - $45.96 $34.6 Million - $35.6 Million	774,471 Added 41.41%	2,644,754 $121 Million
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $21.1 Million - $21.9 Million	475,648 Added 34.11%	1,870,283 $85.4 Million
Q4 2024 Jan 15, 2025	BUY	$44.87 - $46.86 $30.3 Million - $31.7 Million	675,795 Added 94.01%	1,394,635 $62.6 Million
Q3 2024 Oct 17, 2024	BUY	$44.65 - $47.21 $13.5 Million - $14.3 Million	303,364 Added 73.02%	718,840 $33.6 Million

Q2 2024 Jul 12, 2024	BUY	$44.06 - $45.49 $15.8 Million - $16.3 Million	359,104 Added 637.03%	415,476 $18.7 Million
Q1 2024 May 13, 2024	BUY	$44.85 - $46.02 $2.53 Million - $2.59 Million	56,372 New	56,372 $2.55 Million

Others Institutions Holding FBND

# of Institutions

716

Shares Held

379M

Call Options Held

51.4K

Put Options Held

10K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
Sector ETFs
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Sax Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History