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 $2.37 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
52,095
Previous 62,118
16.14%
Holding current value
$2.37 Million
Previous $2.81 Billion
16.84%
% of portfolio
1.51%
Previous 1.89%
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$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$431 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$212 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio