Forthright Family Wealth Advisory LLC Fidelity Merrimack Str Tr Tota Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 52,095 shares of FBND stock, worth $2.44 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
52,095
Previous 62,118
16.14%
Holding current value
$2.44 Million
Previous $2.81 Billion
16.84%
% of portfolio
1.51%
Previous 1.89%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
497Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$444 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$279 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$218 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$211 Million0.05% of portfolio