Precedent Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 4,830 shares of FBND stock, worth $216,867. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,830
Previous 5,282
8.56%
Holding current value
$216,867
Previous $247 Million
12.22%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
612Shares Held
285MCall Options Held
4.4KPut Options Held
1.5K-
Northwestern Mutual Wealth Management CO73.4MShares$3.29 Billion2.79% of portfolio
-
Morgan Stanley New York, NY28.1MShares$1.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$468 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$323 Million0.03% of portfolio
-
Country Trust Bank5.99MShares$269 Million6.97% of portfolio