True Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
A detailed history of True Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, True Wealth Advisors, LLC holds 448,723 shares of FBND stock, worth $20.8 Million. This represents 6.75% of its overall portfolio holdings.
Number of Shares
448,723
Previous 174,982
156.44%
Holding current value
$20.8 Million
Previous $8.09 Million
156.49%
% of portfolio
6.75%
Previous 2.78%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
717Shares 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, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio