True Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
True Wealth Advisors, LLC
- $253 Million
- Q1 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 149,562 shares of FBND stock, worth $6.82 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
149,562
Previous 114,224
30.94%
Holding current value
$6.82 Million
Previous $5.13 Million
32.84%
% of portfolio
2.69%
Previous 1.96%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
666Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.7 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.59 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$531 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$466 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio