9258 Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,565 shares of FBND stock, worth $211,131. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,565
Previous 4,565
-0.0%
Holding current value
$211,131
Previous $205,000
3.9%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
716Shares 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