Schneider Downs Wealth Management Advisors, LP Fidelity Merrimack Str Tr Tota Transaction History
Schneider Downs Wealth Management Advisors, LP
- $517 Million
- Q4 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 171,893 shares of FBND stock, worth $7.77 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
171,893
Previous 146,090
17.66%
Holding current value
$7.77 Million
Previous $6.83 Million
12.95%
% of portfolio
1.49%
Previous 1.43%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
595Shares Held
208MCall Options Held
4.4KPut Options Held
1.5K-
Morgan Stanley New York, NY28.1MShares$1.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$471 Million0.04% of portfolio
-
Country Trust Bank5.99MShares$271 Million6.97% of portfolio
-
Jpmorgan Chase & CO New York, NY5.17MShares$234 Million0.02% of portfolio
-
Ubs Group Ag4.78MShares$216 Million0.05% of portfolio