Triad Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 393,404 shares of FBND stock, worth $17.8 Million. This represents 9.78% of its overall portfolio holdings.
Number of Shares
393,404
Previous 379,913
3.55%
Holding current value
$17.8 Million
Previous $17.1 Billion
7.72%
% of portfolio
9.78%
Previous 8.95%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
191MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$471 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$269 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$234 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio