Twin Peaks Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 32,004 shares of FBND stock, worth $1.47 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
32,004
Previous 35,170
9.0%
Holding current value
$1.47 Million
Previous $1.64 Billion
12.64%
% of portfolio
0.61%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall 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