Forvis Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,338,291 shares of FBND stock, worth $110 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
2,338,291
Previous 2,136,692
9.44%
Holding current value
$110 Million
Previous $96.8 Million
8.52%
% of portfolio
2.65%
Previous 2.48%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
496Shares 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$443 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