Heritage Wealth Management, Inc./Texas Fidelity Merrimack Str Tr Tota Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 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 7,829 shares of FBND stock, worth $368,589. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,829
Previous 7,737
1.19%
Holding current value
$368,589
Previous $351 Million
0.32%
% of portfolio
0.22%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
497Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$446 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$281 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$219 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$212 Million0.05% of portfolio