Octavia Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,264,258 shares of FBND stock, worth $56.5 Million. This represents 8.49% of its overall portfolio holdings.
Number of Shares
1,264,258
Previous 425,190
197.34%
Holding current value
$56.5 Million
Previous $19.6 Million
192.63%
% of portfolio
8.49%
Previous 3.46%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
476Shares Held
118MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$392 Million0.04% of portfolio
-
Country Trust Bank5.29MShares$236 Million6.37% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.58MShares$160 Million5.67% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$152 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$139 Million0.04% of portfolio