Twin Peaks Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 37,418 shares of FBND stock, worth $1.68 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
37,418
Previous 32,612
14.74%
Holding current value
$1.68 Million
Previous $1.5 Billion
12.92%
% of portfolio
0.94%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
478Shares Held
118MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$394 Million0.04% of portfolio
-
Country Trust Bank5.29MShares$238 Million6.37% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.58MShares$161 Million5.67% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$153 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$140 Million0.04% of portfolio