Bogart Wealth, LLC Fidelity Merrimack Str Tr Tota Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,277 shares of FBND stock, worth $58,473. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,277
Previous 1,277
-0.0%
Holding current value
$58,473
Previous $59,000
3.39%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio