Benchmark Financial Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Benchmark Financial Wealth Advisors, LLC
- $329 Million
- Q3 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 13,825 shares of FBND stock, worth $639,406. This represents 0.19% of its overall portfolio holdings.
Number of Shares
13,825
Previous 12,939
6.85%
Holding current value
$639,406
Previous $591,000
8.12%
% of portfolio
0.19%
Previous 0.2%
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