Mascoma Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History
Mascoma Wealth Management LLC
- $351 Million
- Q1 2024
A detailed history of Mascoma Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 553,988 shares of FBND stock, worth $24.9 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
553,988
Previous 414,936
33.51%
Holding current value
$24.9 Million
Previous $19.1 Million
31.4%
% of portfolio
7.15%
Previous 5.75%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
476Shares Held
118MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$394 Million0.04% of portfolio
-
Country Trust Bank5.29MShares$238 Million6.37% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.58MShares$161 Million5.67% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$153 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$140 Million0.04% of portfolio