Unique Wealth Strategies, LLC Fidelity Merrimack Str Tr Tota Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 284,659 shares of FBND stock, worth $13 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
284,659
Previous 284,659
-0.0%
Holding current value
$13 Million
Previous $12.9 Billion
-0.0%
% of portfolio
6.04%
Previous 6.32%
Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
674Shares 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