Landmark Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 123,267 shares of FBND stock, worth $5.61 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
123,267
Previous 118,183
4.3%
Holding current value
$5.61 Million
Previous $5.52 Million
0.13%
% of portfolio
2.45%
Previous 2.41%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
643Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio