Us Advisors Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History

Us Advisors Wealth Management, LLC

$286 Million
Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 183,957 shares of FBND stock, worth $8.18 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

183,957

Previous 181,654 1.27%

Holding current value

$8.18 Million

Previous $8.16 Million 5.6%

% of portfolio

3.01%

Previous 2.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$44.65 - $47.21 $102,828 - $108,724	2,303 Added 1.27%	183,957 $8.62 Million
Q2 2024 Aug 06, 2024	BUY	$44.06 - $45.49 $320,800 - $331,212	7,281 Added 4.18%	181,654 $8.16 Million
Q1 2024 May 02, 2024	SELL	$44.85 - $46.02 $493 - $506	-11 Reduced 0.01%	174,373 $7.91 Million
Q4 2023 Feb 12, 2024	BUY	$42.52 - $46.2 $1.81 Million - $1.97 Million	42,602 Added 32.33%	174,384 $8.03 Million
Q3 2023 Nov 09, 2023	BUY	$43.43 - $45.7 $917,502 - $965,458	21,126 Added 19.09%	131,782 $5.74 Million
Q2 2023 Aug 01, 2023	BUY	$45.08 - $46.43 $4.99 Million - $5.14 Million	110,656 New	110,656 $5.01 Million

Others Institutions Holding FBND

# of Institutions

556

Shares Held

191M

Call Options Held

4.4K

Put Options Held

1.5K

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

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Account

Us Advisors Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History