Wbh Advisory Inc Fidelity Merrimack Str Tr Tota Transaction History
Wbh Advisory Inc
- $1.07 Billion
- Q4 2024
A detailed history of Wbh Advisory Inc transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wbh Advisory Inc holds 535,162 shares of FBND stock, worth $24.1 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
535,162
Previous 486,754
9.95%
Holding current value
$24.1 Million
Previous $22.8 Million
5.55%
% of portfolio
2.25%
Previous 2.17%
Shares
18 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