Lineweaver Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Lineweaver Wealth Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 529,509 shares of FBND stock, worth $24.1 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
529,509
Previous 480,319
10.24%
Holding current value
$24.1 Million
Previous $21.6 Million
14.68%
% of portfolio
4.99%
Previous 4.73%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
192MCall 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 Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$217 Million0.05% of portfolio