Wheelhouse Advisory Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 10,619 shares of FBND stock, worth $482,102. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,619
Previous 12,269
13.45%
Holding current value
$482,102
Previous $550 Million
9.72%
% of portfolio
0.32%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
192MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$473 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$235 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$217 Million0.05% of portfolio