True Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, True Wealth Advisors, LLC holds 114,224 shares of FBND stock, worth $5.18 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
114,224
Previous 98,793
15.62%
Holding current value
$5.18 Million
Previous $4.62 Million
11.0%
% of portfolio
1.96%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
632Shares Held
303MCall Options Held
9.5KPut Options Held
1.5K-
Northwestern Mutual Wealth Management CO73.4MShares$3.33 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.59 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$512 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$399 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$326 Million0.03% of portfolio