Long View Wealth Management Fidelity Merrimack Str Tr Tota Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Long View Wealth Management holds 144,459 shares of FBND stock, worth $6.5 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
144,459
Previous 104,524
38.21%
Holding current value
$6.5 Million
Previous $4.7 Billion
43.77%
% of portfolio
2.16%
Previous 1.73%
Shares
4 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