True Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 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 165,338 shares of FBND stock, worth $7.6 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
165,338
Previous 149,562
10.55%
Holding current value
$7.6 Million
Previous $6.81 Million
11.1%
% of portfolio
2.74%
Previous 2.69%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
682Shares Held
353MCall Options Held
15.8KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.96 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.34 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$564 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$470 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$447 Million2.79% of portfolio