Opes Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History
Opes Wealth Management LLC
- $486 Million
- Q4 2024
A detailed history of Opes Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Opes Wealth Management LLC holds 195,401 shares of FBND stock, worth $8.93 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
195,401
Previous 184,731
5.78%
Holding current value
$8.93 Million
Previous $8.63 Million
1.54%
% of portfolio
1.8%
Previous 1.68%
Shares
20 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$516 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio