Ep Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,948 shares of FBND stock, worth $271,228. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,948Holding current value
$271,228% of portfolio
0.0%Shares
1 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
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Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$402 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$328 Million0.03% of portfolio