Liberty Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,886 shares of FBND stock, worth $131,861. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,886
Previous 5,036
42.69%
Holding current value
$131,861
Previous $235,000
45.11%
% of portfolio
0.02%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.35 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$516 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio