Defined Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Defined Wealth Management, LLC
- $148 Million
- Q3 2024
A detailed history of Defined Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Defined Wealth Management, LLC holds 33,979 shares of FBND stock, worth $1.55 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
33,979
Previous 33,209
2.32%
Holding current value
$1.55 Million
Previous $1.49 Million
6.43%
% of portfolio
1.07%
Previous 1.07%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
542Shares Held
177MCall 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