Ever Source Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,988 shares of FBND stock, worth $226,305. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,988
Previous 4,418
12.9%
Holding current value
$226,305
Previous $200,000
12.0%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
530Shares Held
172MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.06 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$430 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$270 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$211 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$204 Million0.05% of portfolio