Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 39,274 shares of FBND stock, worth $1.78 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
39,274
Previous 23,505
67.09%
Holding current value
$1.78 Million
Previous $1.06 Billion
68.17%
% of portfolio
0.23%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
478Shares Held
118MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$396 Million0.04% of portfolio
-
Country Trust Bank5.29MShares$239 Million6.37% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.58MShares$162 Million5.67% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$154 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$140 Million0.04% of portfolio