Sax Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,394,635 shares of FBND stock, worth $62.9 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
1,394,635
Previous 718,840
94.01%
Holding current value
$62.9 Million
Previous $33.6 Million
86.25%
% of portfolio
4.97%
Previous 3.03%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
560Shares Held
195MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$470 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$269 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$233 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio