Triad Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 785,511 shares of FBND stock, worth $36.3 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares

785,511

Previous 407,431 92.8%

Holding current value

$36.3 Million

Previous $18.6 Billion 94.86%

% of portfolio

4.68%

Previous 3.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$45.26 - $46.63 $17.1 Million - $17.6 Million	378,080 Added 92.8%	785,511 $36.3 Billion
Q2 2025 Jul 21, 2025	BUY	$44.68 - $45.96 $1.77 Million - $1.82 Million	39,557 Added 10.75%	407,431 $18.6 Billion
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $786,412 - $814,213	17,708 Added 5.06%	367,874 $16.8 Billion
Q4 2024 Feb 06, 2025	SELL	$44.87 - $46.86 $1.94 Million - $2.03 Million	-43,238 Reduced 10.99%	350,166 $15.7 Billion
Q3 2024 Oct 21, 2024	BUY	$44.65 - $47.21 $602,373 - $636,910	13,491 Added 3.55%	393,404 $18.4 Billion

Q2 2024 Jul 18, 2024	BUY	$44.06 - $45.49 $2.25 Million - $2.33 Million	51,165 Added 15.56%	379,913 $17.1 Billion
Q1 2024 Apr 23, 2024	BUY	$44.85 - $46.02 $14.7 Million - $15.1 Million	328,748 New	328,748 $14.9 Billion

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
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Triad Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History