Caliber Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 97,175 shares of FBND stock, worth $4.42 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
97,175
Previous 99,669
2.5%
Holding current value
$4.42 Million
Previous $4.59 Million
4.05%
% of portfolio
2.34%
Previous 2.7%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
476Shares Held
121MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$399 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 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$141 Million0.04% of portfolio