Canvas Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Canvas Wealth Advisors, LLC
- $389 Million
- Q4 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 27,648 shares of FBND stock, worth $1.26 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
27,648
Previous 61,045
54.71%
Holding current value
$1.26 Million
Previous $2.85 Million
56.54%
% of portfolio
0.32%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
643Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$515 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$402 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio