Valley Financial Group, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Valley Financial Group, Inc.
- $165 Billion
- Q2 2025
A detailed history of Valley Financial Group, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Valley Financial Group, Inc. holds 29,564 shares of FBND stock, worth $1.36 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
29,564
Previous 26,243
12.65%
Holding current value
$1.36 Million
Previous $1.2 Billion
12.9%
% of portfolio
0.82%
Previous 0.79%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
678Shares Held
360MCall Options Held
15.8KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.96 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.34 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$564 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$470 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$447 Million2.79% of portfolio