Dogwood Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
A detailed history of Dogwood Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 324,210 shares of FBND stock, worth $15 Million. This represents 6.84% of its overall portfolio holdings.
Number of Shares
324,210
Previous 301,732
7.45%
Holding current value
$15 Million
Previous $13.7 Billion
9.8%
% of portfolio
6.84%
Previous 6.69%
Shares
4 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, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio