Perigon Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,373 shares of FBND stock, worth $485,975. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,373
Previous 10,209
1.61%
Holding current value
$485,975
Previous $462,000
0.87%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
497Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$444 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$279 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$218 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$211 Million0.05% of portfolio