Rooted Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 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 386,632 shares of FBND stock, worth $17.6 Million. This represents 7.77% of its overall portfolio holdings.
Number of Shares
386,632
Previous 354,144
9.17%
Holding current value
$17.6 Million
Previous $15.9 Million
10.6%
% of portfolio
7.77%
Previous 7.84%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
531Shares Held
172MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$432 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$272 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$212 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio