Curtis Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
A detailed history of Curtis Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 23,065 shares of FBND stock, worth $1.05 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,065
Previous 9,965
131.46%
Holding current value
$1.05 Million
Previous $465,000
122.37%
% of portfolio
0.29%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding FBND
# of Institutions
643Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 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