Tru Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Tru Wealth Advisors, LLC
- $1.7 Billion
- Q2 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 2,079,076 shares of FBND stock, worth $95.1 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
2,079,076
Previous 1,819,104
14.29%
Holding current value
$95.1 Million
Previous $82.8 Million
14.87%
% of portfolio
5.6%
Previous 5.3%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
672Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.71 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$437 Million3.06% of portfolio