Barnes Pettey Financial Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Barnes Pettey Financial Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 26,219 shares of FBND stock, worth $1.19 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
26,219
Previous 17,704
48.1%
Holding current value
$1.19 Million
Previous $827,000
42.2%
% of portfolio
0.9%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
639Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio