Triad Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 379,913 shares of FBND stock, worth $17.7 Million. This represents 8.95% of its overall portfolio holdings.
Number of Shares
379,913
Previous 328,748
15.56%
Holding current value
$17.7 Million
Previous $14.9 Billion
14.59%
% of portfolio
8.95%
Previous 11.43%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
499Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.09 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$441 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$278 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$217 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$210 Million0.05% of portfolio