Ever Source Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,814 shares of FBND stock, worth $400,772. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,814
Previous 8,732
0.94%
Holding current value
$400,772
Previous $408,000
3.19%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
639Shares Held
310MCall 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