Waterfront Wealth Inc. Fidelity Merrimack Str Tr Tota Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
A detailed history of Waterfront Wealth Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Waterfront Wealth Inc. holds 25,418 shares of FBND stock, worth $1.18 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,418
Previous 23,787
6.86%
Holding current value
$1.18 Million
Previous $1.09 Million
8.0%
% of portfolio
0.26%
Previous 0.26%
Shares
9 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