Essex Private Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Essex Private Wealth Management, LLC
- $34.8 Million
- Q2 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 54,440 shares of FBND stock, worth $2.56 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
54,440
Previous 48,893
11.35%
Holding current value
$2.56 Million
Previous $2.22 Million
10.38%
% of portfolio
7.03%
Previous 7.11%
Shares
8 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