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 $2.31 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
51,203
Previous 48,527
5.51%
Holding current value
$2.31 Million
Previous $2.23 Million
3.85%
% of portfolio
0.84%
Previous 0.87%
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$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$471 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$269 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$234 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio