New Insight Wealth Advisors Fidelity Merrimack Str Tr Tota Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 2024
A detailed history of New Insight Wealth Advisors transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, New Insight Wealth Advisors holds 158,894 shares of FBND stock, worth $7.23 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
158,894
Previous 131,330
20.99%
Holding current value
$7.23 Million
Previous $5.95 Billion
19.97%
% of portfolio
4.2%
Previous 3.72%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
530Shares 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$431 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$212 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio