Wealth Management Resources, Inc. Fidelity Merrimack Str Tr Tota Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 609,484 shares of FBND stock, worth $27.4 Million. This represents 10.09% of its overall portfolio holdings.

Number of Shares

609,484

Previous 448,623 35.86%

Holding current value

$27.4 Million

Previous $21 Million 30.42%

% of portfolio

10.09%

Previous 8.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$44.87 - $46.86 $7.22 Million - $7.54 Million	160,861 Added 35.86%	609,484 $27.3 Million
Q3 2024 Oct 31, 2024	BUY	$44.65 - $47.21 $1.7 Million - $1.8 Million	38,032 Added 9.26%	448,623 $21 Million
Q2 2024 Jul 17, 2024	BUY	$44.06 - $45.49 $3.27 Million - $3.38 Million	74,310 Added 22.1%	410,591 $18.4 Million
Q1 2024 Apr 19, 2024	BUY	$44.85 - $46.02 $923,371 - $947,459	20,588 Added 6.52%	336,281 $15.2 Million
Q4 2023 Jan 19, 2024	BUY	$42.52 - $46.2 $276,762 - $300,715	6,509 Added 2.11%	315,693 $14.5 Million
Q3 2023 Oct 24, 2023	BUY	$43.43 - $45.7 $891,835 - $938,449	20,535 Added 7.11%	309,184 $13.5 Million
Q2 2023 Jul 11, 2023	BUY	$45.08 - $46.43 $6.16 Million - $6.35 Million	136,671 Added 89.93%	288,649 $13.1 Million
Q1 2023 Apr 10, 2023	BUY	$44.84 - $46.8 $182,184 - $190,148	4,063 Added 2.75%	151,978 $6.99 Million
Q4 2022 Jan 17, 2023	BUY	$43.44 - $46.25 $280,448 - $298,590	6,456 Added 4.56%	147,915 $0
Q3 2022 Oct 13, 2022	BUY	$44.28 - $48.06 $161,356 - $175,130	3,644 Added 2.64%	141,459 $6.29 Million
Q2 2022 Jul 22, 2022	SELL	$45.82 - $49.76 $819,078 - $889,509	-17,876 Reduced 11.48%	137,815 $6.41 Million
Q1 2022 Apr 20, 2022	BUY	$49.44 - $52.65 $147,281 - $156,844	2,979 Added 1.95%	155,691 $7.75 Million
Q4 2021 Feb 10, 2022	BUY	$52.72 - $53.5 $8.05 Million - $8.17 Million	152,712 New	152,712 $8.1 Million

Others Institutions Holding FBND

# of Institutions

564

Shares Held

197M

Call Options Held

4.4K

Put Options Held

1.5K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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Wealth Management Resources, Inc. Fidelity Merrimack Str Tr Tota Transaction History