First Purpose Wealth LLC Fidelity Merrimack Str Tr Tota Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, First Purpose Wealth LLC holds 51,203 shares of FBND stock, worth $2.33 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
51,203
Previous 48,527
5.51%
Holding current value
$2.33 Million
Previous $2.23 Million
3.85%
% of portfolio
0.84%
Previous 0.87%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
476Shares Held
118MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$398 Million0.04% of portfolio
-
Country Trust Bank5.29MShares$240 Million6.37% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.58MShares$163 Million5.67% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$155 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$141 Million0.04% of portfolio