Opal Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
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 88,256 shares of FBND stock, worth $3.97 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
88,256
Previous 77,126
14.43%
Holding current value
$3.97 Million
Previous $3.46 Million
16.42%
% of portfolio
1.28%
Previous 1.06%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
647Shares Held
314MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.3 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.58 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$508 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$429 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$323 Million0.03% of portfolio