Marshall Financial Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Marshall Financial Group LLC
- $458 Million
- Q3 2025
A detailed history of Marshall Financial Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Marshall Financial Group LLC holds 14,094 shares of FBND stock, worth $651,847. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,094
Previous 15,565
9.45%
Holding current value
$651,847
Previous $712,000
8.57%
% of portfolio
0.14%
Previous 0.15%
Shares
5 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