Tru Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,203,539 shares of FBND stock, worth $54.9 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
1,203,539
Previous 1,154,538
4.24%
Holding current value
$54.9 Million
Previous $51.9 Million
8.44%
% of portfolio
3.48%
Previous 3.48%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
534Shares Held
173MCall Options Held
3.1KPut Options Held
5.4K-
Morgan Stanley New York, NY23.5MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.47MShares$432 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$272 Million6.99% of portfolio
-
Jpmorgan Chase & CO New York, NY4.65MShares$212 Million0.02% of portfolio
-
Ubs Group Ag4.5MShares$205 Million0.05% of portfolio