Twin Peaks Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
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 27,233 shares of FBND stock, worth $1.26 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
27,233
Previous 27,148
0.31%
Holding current value
$1.26 Million
Previous $1.24 Billion
1.28%
% of portfolio
0.43%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding FBND
# of Institutions
717Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio