Perigon Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 2025
A detailed history of Perigon Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 489,024 shares of FBND stock, worth $22.6 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
489,024
Previous 467,291
4.65%
Holding current value
$22.6 Million
Previous $21.6 Million
4.67%
% of portfolio
0.43%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
725Shares Held
381MCall 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, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio