Keystone Wealth Services, LLC Fidelity Merrimack Str Tr Tota Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
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 177,944 shares of FBND stock, worth $8.23 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
177,944
Previous 171,573
3.71%
Holding current value
$8.23 Million
Previous $7.85 Million
4.83%
% of portfolio
1.97%
Previous 2.07%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
716Shares Held
379MCall 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, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio