Kfg Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 563,676 shares of FBND stock, worth $25.6 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
563,676
Previous 289,625
94.62%
Holding current value
$25.6 Million
Previous $13.5 Million
86.84%
% of portfolio
6.57%
Previous 3.93%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
583Shares Held
202MCall 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$473 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$272 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$217 Million0.05% of portfolio