Souders Financial Advisors Fidelity Merrimack Str Tr Tota Transaction History
Souders Financial Advisors
- $740 Million
- Q3 2025
A detailed history of Souders Financial Advisors transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Souders Financial Advisors holds 581,989 shares of FBND stock, worth $26.9 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
581,989
Previous 493,951
17.82%
Holding current value
$26.9 Million
Previous $22.6 Million
19.09%
% of portfolio
3.64%
Previous 3.24%
Shares
7 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