Valley Financial Management, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Valley Financial Management, Inc. holds 31,818 shares of FBND stock, worth $1.44 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
31,818
Previous 30,695
3.66%
Holding current value
$1.44 Million
Previous $1.42 Billion
2.41%
% of portfolio
0.75%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
531Shares Held
172MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.06 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$430 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$270 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$211 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$204 Million0.05% of portfolio