Kfa Private Wealth Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kfa Private Wealth Group, LLC
- $209 Million
- Q3 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 271,692 shares of FBND stock, worth $12.2 Million. This represents 6.08% of its overall portfolio holdings.
Number of Shares
271,692
Previous 188,118
44.43%
Holding current value
$12.2 Million
Previous $8.45 Million
50.24%
% of portfolio
6.08%
Previous 4.38%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
557Shares Held
191MCall 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$469 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$268 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$233 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$215 Million0.05% of portfolio