Twin Peaks Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 35,170 shares of FBND stock, worth $1.6 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
35,170
Previous 36,318
3.16%
Holding current value
$1.6 Million
Previous $1.63 Billion
0.74%
% of portfolio
0.76%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
528Shares Held
171MCall 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$431 Million0.04% of portfolio
-
Country Trust Bank5.96MShares$271 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