True Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
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 114,224 shares of FBND stock, worth $5.16 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
114,224
Previous 98,793
15.62%
Holding current value
$5.16 Million
Previous $4.62 Million
11.0%
% of portfolio
1.96%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
571Shares Held
198MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$471 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$271 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$234 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio