Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sar Wealth Management Group, LLC
- $111 Billion
- Q1 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 123,711 shares of FBND stock, worth $5.6 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
123,711
Previous 82,853
49.31%
Holding current value
$5.6 Million
Previous $3.81 Billion
46.95%
% of portfolio
5.06%
Previous 3.85%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
476Shares Held
118MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$397 Million0.04% of portfolio
-
Country Trust Bank5.29MShares$239 Million6.37% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.58MShares$162 Million5.67% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$154 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$141 Million0.04% of portfolio