Milestone Asset Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Milestone Asset Management, LLC holds 17,161 shares of FBND stock, worth $784,772. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,161
Previous 13,907
23.4%
Holding current value
$784,772
Previous $650 Million
18.46%
% of portfolio
0.17%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
642Shares Held
311MCall 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