Strategic Family Wealth Counselors, L.L.C. Fidelity Merrimack Str Tr Tota Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$45.82 - $49.76 $74,732 - $81,158	-1,631 Reduced 7.44%	20,285 $944,000
Q1 2022 May 04, 2022	SELL	$49.44 - $52.65 $2.37 Million - $2.53 Million	-47,993 Reduced 68.65%	21,916 $1.09 Million
Q4 2021 Feb 08, 2022	BUY	$52.72 - $53.5 $3.69 Million - $3.74 Million	69,909 New	69,909 $3.71 Million

Others Institutions Holding FBND

# of Institutions

556

Shares Held

191M

Call Options Held

4.4K

Put Options Held

1.5K

Morgan Stanley New York, NY

28.1M
Shares

$1.25 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

10.4M
Shares

$463 Million
0.04% of portfolio
Country Trust Bank

5.96M
Shares

$265 Million
6.99% of portfolio
Jpmorgan Chase & CO New York, NY

5.17M
Shares

$230 Million
0.02% of portfolio
Ubs Group Ag

4.78M
Shares

$213 Million
0.05% of portfolio

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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