Silver Oak Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 92,023 shares of FBND stock, worth $4.19 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
92,023
Previous 68,359
34.62%
Holding current value
$4.19 Million
Previous $3.2 Billion
29.23%
% of portfolio
0.89%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio