Opal Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 91,472 shares of FBND stock, worth $4.24 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
91,472
Previous 88,256
3.64%
Holding current value
$4.24 Million
Previous $4.03 Million
3.87%
% of portfolio
1.2%
Previous 1.28%
Shares
8 transactions
Others Institutions Holding FBND
# of Institutions
684Shares Held
355MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.99 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$568 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$474 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$451 Million2.79% of portfolio