Tru Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,740,086 shares of FBND stock, worth $79.7 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
1,740,086
Previous 1,203,539
44.58%
Holding current value
$79.7 Million
Previous $56.3 Million
38.8%
% of portfolio
4.92%
Previous 3.48%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio