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 $1.47 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
31,818
Previous 30,695
3.66%
Holding current value
$1.47 Million
Previous $1.42 Billion
2.41%
% of portfolio
0.75%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
718Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio