Summit Financial Strategies, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,295,739 shares of FBND stock, worth $60.7 Million. This represents 7.77% of its overall portfolio holdings.
Number of Shares
1,295,739
Previous 29,144
4345.99%
Holding current value
$60.7 Million
Previous $1.32 Million
4310.38%
% of portfolio
7.77%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
496Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$443 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$279 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$218 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$211 Million0.05% of portfolio