Strata Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Strata Wealth Advisors, LLC
- $319 Billion
- Q4 2024
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 8,777 shares of FBND stock, worth $399,177. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,777
Previous 7,023
24.98%
Holding current value
$399,177
Previous $328 Million
19.98%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio