Rooted Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 157,911 shares of FBND stock, worth $7.17 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
157,911
Previous 386,632
59.16%
Holding current value
$7.17 Million
Previous $17.6 Million
58.6%
% of portfolio
3.25%
Previous 7.77%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
192MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$473 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$217 Million0.05% of portfolio