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 $17.9 Million. This represents 7.77% of its overall portfolio holdings.
Number of Shares
386,632
Previous 354,144
9.17%
Holding current value
$17.9 Million
Previous $15.9 Million
10.6%
% of portfolio
7.77%
Previous 7.84%
Shares
6 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$438 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$276 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$215 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$208 Million0.05% of portfolio