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 $4.16 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
92,023
Previous 68,359
34.62%
Holding current value
$4.16 Million
Previous $3.2 Billion
29.23%
% of portfolio
0.89%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
595Shares Held
208MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$471 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$271 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$234 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio