Tru Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Tru Wealth Advisors, LLC
- $1.56 Billion
- Q1 2025
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 1,819,104 shares of FBND stock, worth $82.9 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
1,819,104
Previous 1,740,086
4.54%
Holding current value
$82.9 Million
Previous $78.1 Million
6.06%
% of portfolio
5.3%
Previous 4.92%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
657Shares Held
316MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$515 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$436 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio