Tru Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Tru Wealth Advisors, LLC
- $1.49 Billion
- Q2 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 1,154,538 shares of FBND stock, worth $54.1 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
1,154,538
Previous 456,332
153.0%
Holding current value
$54.1 Million
Previous $20.7 Million
150.89%
% of portfolio
3.48%
Previous 1.45%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
496Shares Held
157MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$443 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$279 Million6.93% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$218 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$211 Million0.05% of portfolio