Sar Wealth Management Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q4 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 488,984 shares of FBND stock, worth $22 Million. This represents 14.74% of its overall portfolio holdings.
Number of Shares
488,984
Previous 489,972
0.2%
Holding current value
$22 Million
Previous $22.9 Billion
4.19%
% of portfolio
14.74%
Previous 15.14%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
574Shares Held
199MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$470 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$270 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$233 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio