West Hill Financial Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
West Hill Financial Advisors, Inc.
- $407 Million
- Q1 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 620,039 shares of FBND stock, worth $28.1 Million. This represents 6.91% of its overall portfolio holdings.
Number of Shares
620,039
Previous 577,283
7.41%
Holding current value
$28.1 Million
Previous $26.6 Million
5.7%
% of portfolio
6.91%
Previous 7.05%
Shares
12 transactions
Others Institutions Holding FBND
# of Institutions
476Shares Held
118MCall Options Held
100Put Options Held
0-
Bank Of America Corp Charlotte, NC8.77MShares$397 Million0.04% of portfolio
-
Country Trust Bank5.29MShares$239 Million6.37% of portfolio
-
Rfg Advisory, LLC Birmingham, AL3.58MShares$162 Million5.67% of portfolio
-
Jpmorgan Chase & CO New York, NY3.4MShares$154 Million0.01% of portfolio
-
Ubs Group Ag3.11MShares$141 Million0.04% of portfolio