Kfg Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 563,676 shares of FBND stock, worth $25.9 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
563,676
Previous 289,625
94.62%
Holding current value
$25.9 Million
Previous $13.5 Million
86.84%
% of portfolio
6.57%
Previous 3.93%
Shares
4 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