Essex Private Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Essex Private Wealth Management, LLC
- $37.8 Million
- Q3 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 56,780 shares of FBND stock, worth $2.57 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
56,780
Previous 54,440
4.3%
Holding current value
$2.57 Million
Previous $2.45 Million
8.51%
% of portfolio
7.03%
Previous 7.03%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
632Shares Held
303MCall Options Held
9.5KPut Options Held
1.5K-
Northwestern Mutual Wealth Management CO73.4MShares$3.33 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.59 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$512 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$399 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$326 Million0.03% of portfolio