Heritage Wealth Management, Inc./Texas Fidelity Merrimack Str Tr Tota Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 7,653 shares of FBND stock, worth $349,053. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,653
Previous 7,829
2.25%
Holding current value
$349,053
Previous $352 Million
1.68%
% of portfolio
0.21%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding FBND
# of Institutions
537Shares Held
175MCall 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, NY5.17MShares$236 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio