Forum Private Client Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Forum Private Client Group LLC
- $281 Billion
- Q3 2025
A detailed history of Forum Private Client Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Forum Private Client Group LLC holds 18,994 shares of FBND stock, worth $878,472. This represents 0.31% of its overall portfolio holdings.
Number of Shares
18,994
Previous 18,975
0.1%
Holding current value
$878,472
Previous $868 Million
1.18%
% of portfolio
0.31%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
734Shares Held
384MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio