Financial Synergies Wealth Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 61,697 shares of FBND stock, worth $2.83 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
61,697
Previous 42,396
45.53%
Holding current value
$2.83 Million
Previous $1.98 Billion
39.7%
% of portfolio
0.34%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.37 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$519 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$404 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$330 Million0.03% of portfolio