Olio Financial Planning Fidelity Merrimack Str Tr Tota Transaction History
Olio Financial Planning
- $284 Million
- Q4 2024
A detailed history of Olio Financial Planning transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Olio Financial Planning holds 765,888 shares of FBND stock, worth $34.8 Million. This represents 12.09% of its overall portfolio holdings.
Number of Shares
765,888
Previous 111,897
584.46%
Holding current value
$34.8 Million
Previous $5.23 Million
557.07%
% of portfolio
12.09%
Previous 1.96%
Shares
10 transactions
Others Institutions Holding FBND
# of Institutions
639Shares Held
310MCall 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