Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 41,528 shares of FBND stock, worth $1.89 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
41,528
Previous 39,274
5.74%
Holding current value
$1.89 Million
Previous $1.78 Billion
4.85%
% of portfolio
0.25%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
478Shares Held
122MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$400 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$272 Million6.93% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.69MShares$168 Million5.56% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$155 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$142 Million0.04% of portfolio