Pensionmark Financial Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 226,993 shares of FBND stock, worth $10.3 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
226,993
Previous 184,410
23.09%
Holding current value
$10.3 Million
Previous $8.62 Million
18.17%
% of portfolio
0.29%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
641Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 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