Summit Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Summit Wealth Partners, LLC
- $541 Billion
- Q4 2025
A detailed history of Summit Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 36,185 shares of FBND stock, worth $1.67 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
36,185Holding current value
$1.67 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding FBND
# of Institutions
742Shares Held
387MCall 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
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Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN10.2MShares$471 Million2.74% of portfolio
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Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio