Strata Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Strata Wealth Advisors, LLC
- $322 Billion
- Q1 2025
A detailed history of Strata Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 10,469 shares of FBND stock, worth $478,852. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,469
Previous 8,777
19.28%
Holding current value
$478,852
Previous $394 Million
21.35%
% of portfolio
0.15%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
673Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio