Caliber Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 97,175 shares of FBND stock, worth $4.42 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
97,175
Previous 99,669
2.5%
Holding current value
$4.42 Million
Previous $4.59 Million
4.05%
% of portfolio
2.34%
Previous 2.7%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio