Keystone Wealth Services, LLC Fidelity Merrimack Str Tr Tota Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 174,968 shares of FBND stock, worth $7.91 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
174,968
Previous 189,538
7.69%
Holding current value
$7.91 Million
Previous $8.86 Million
11.39%
% of portfolio
2.24%
Previous 2.64%
Shares
8 transactions
Others Institutions Holding FBND
# of Institutions
638Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.32 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.59 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$511 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$398 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$325 Million0.03% of portfolio