Opal Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 77,126 shares of FBND stock, worth $3.53 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
77,126
Previous 66,632
15.75%
Holding current value
$3.53 Million
Previous $3.11 Million
11.11%
% of portfolio
1.06%
Previous 0.99%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
642Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio