Powell Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Powell Investment Advisors, LLC
- $191 Million
- Q2 2024
A detailed history of Powell Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 74,310 shares of FBND stock, worth $3.46 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
74,310
Previous 83,621
11.13%
Holding current value
$3.46 Million
Previous $3.79 Million
11.88%
% of portfolio
1.75%
Previous 2.02%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
499Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.09 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$441 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$278 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$217 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$210 Million0.05% of portfolio