Uma Financial Services, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Uma Financial Services, Inc. holds 234,164 shares of FBND stock, worth $10.7 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
234,164
Previous 255,463
8.34%
Holding current value
$10.7 Million
Previous $11.9 Million
12.01%
% of portfolio
1.83%
Previous 2.17%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
642Shares Held
311MCall 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, TN8.81MShares$402 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio