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

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,740,086 shares of FBND stock, worth $79.3 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

1,740,086

Previous 1,203,539 44.58%

Holding current value

$79.3 Million

Previous $56.3 Million 38.8%

% of portfolio

4.92%

Previous 3.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$44.87 - $46.86 $24.1 Million - $25.1 Million	536,547 Added 44.58%	1,740,086 $78.1 Million
Q3 2024 Oct 16, 2024	BUY	$44.65 - $47.21 $2.19 Million - $2.31 Million	49,001 Added 4.24%	1,203,539 $56.3 Million
Q2 2024 Jul 16, 2024	BUY	$44.06 - $45.49 $30.8 Million - $31.8 Million	698,206 Added 153.0%	1,154,538 $51.9 Million
Q1 2024 Apr 15, 2024	BUY	$44.85 - $46.02 $1.13 Million - $1.16 Million	25,274 Added 5.86%	456,332 $20.7 Million
Q4 2023 Jan 10, 2024	BUY	$42.52 - $46.2 $18.3 Million - $19.9 Million	431,058 New	431,058 $19.8 Million

Others Institutions Holding FBND

# of Institutions

643

Shares Held

311M

Call Options Held

12.3K

Put Options Held

4.6K

View Full List

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 Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Account

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