Kingswood Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 115,745 shares of FBND stock, worth $5.21 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
115,745
Previous 136,288
15.07%
Holding current value
$5.21 Million
Previous $6.37 Billion
18.47%
% of portfolio
0.39%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
575Shares Held
200MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$469 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$270 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$233 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$215 Million0.05% of portfolio