Robertson Stephens Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 56,990 shares of FBND stock, worth $2.57 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
56,990
Previous 89,610
36.4%
Holding current value
$2.57 Million
Previous $4.02 Million
35.3%
% of portfolio
0.09%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
648Shares Held
314MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.31 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.59 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$509 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$431 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$324 Million0.03% of portfolio