Opal Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Opal Wealth Advisors, LLC
- $347 Million
- Q3 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 97,510 shares of FBND stock, worth $4.51 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
97,510
Previous 91,472
6.6%
Holding current value
$4.51 Million
Previous $4.18 Million
7.74%
% of portfolio
1.3%
Previous 1.2%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
716Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio