Kowal Investment Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kowal Investment Group, LLC holds 2,085,128 shares of FBND stock, worth $94.2 Million. This represents 18.12% of its overall portfolio holdings.
Number of Shares
2,085,128
Previous 2,086,273
0.05%
Holding current value
$94.2 Million
Previous $93.7 Million
3.97%
% of portfolio
18.12%
Previous 18.85%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
595Shares Held
208MCall 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$471 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$271 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$234 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio