Mascoma Wealth Management LLC Fidelity Merrimack Str Tr Tota Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 747,912 shares of FBND stock, worth $34.6 Million. This represents 7.92% of its overall portfolio holdings.
Number of Shares
747,912
Previous 738,850
1.23%
Holding current value
$34.6 Million
Previous $33.8 Million
2.31%
% of portfolio
7.92%
Previous 8.12%
Shares
10 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