Falcon Wealth Planning Fidelity Merrimack Str Tr Tota Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Falcon Wealth Planning holds 1,086,918 shares of FBND stock, worth $49.7 Million. This represents 6.37% of its overall portfolio holdings.
Number of Shares
1,086,918
Previous 1,023,679
6.18%
Holding current value
$49.7 Million
Previous $46 Million
10.46%
% of portfolio
6.37%
Previous 5.98%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
528Shares Held
171MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$433 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$273 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$213 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$206 Million0.05% of portfolio