Essex Private Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Essex Private Wealth Management, LLC
- $37.8 Million
- Q3 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 56,780 shares of FBND stock, worth $2.56 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
56,780
Previous 54,440
4.3%
Holding current value
$2.56 Million
Previous $2.45 Million
8.51%
% of portfolio
7.03%
Previous 7.03%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
191MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$469 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$268 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$233 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$215 Million0.05% of portfolio