Silver Oak Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 68,359 shares of FBND stock, worth $3.12 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
68,359
Previous 58,803
16.25%
Holding current value
$3.12 Million
Previous $2.64 Billion
20.93%
% of portfolio
0.72%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
534Shares Held
173MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$432 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$272 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$212 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio