Strata Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Strata Wealth Advisors, LLC
- $379 Billion
- Q3 2025
A detailed history of Strata Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 75,342 shares of FBND stock, worth $3.48 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
75,342
Previous 26,371
185.7%
Holding current value
$3.48 Million
Previous $1.21 Billion
188.76%
% of portfolio
0.92%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
716Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio