Wealth Architects, LLC Fidelity Merrimack Str Tr Tota Transaction History

Wealth Architects, LLC

$963 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$44.41 - $45.98 $204,019 - $211,232	4,594 Added 196.49%	6,932 $316,000
Q1 2025 May 12, 2025	BUY	$44.41 - $45.98 $103,830 - $107,501	2,338 New	2,338 $106,000

Others Institutions Holding FBND

# of Institutions

742

Shares Held

387M

Call Options Held

51.4K

Put Options Held

10K

Northwestern Mutual Wealth Management CO

89.5M
Shares

$4.14 Billion
2.81% of portfolio
Morgan Stanley New York, NY

29.9M
Shares

$1.38 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

13M
Shares

$599 Million
0.04% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

10.2M
Shares

$471 Million
2.74% of portfolio
Jpmorgan Chase & CO New York, NY

9.2M
Shares

$425 Million
0.03% of portfolio

About FIDELITY MERRIMACK STR TR TOTA

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