Weatherly Asset Management L. P. Fidelity Merrimack Str Tr Tota Transaction History
Weatherly Asset Management L. P.
- $1.11 Billion
- Q4 2024
A detailed history of Weatherly Asset Management L. P. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 701,958 shares of FBND stock, worth $32 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
701,958
Previous 626,386
12.06%
Holding current value
$32 Million
Previous $29.3 Million
7.58%
% of portfolio
2.83%
Previous 2.57%
Shares
8 transactions
Others Institutions Holding FBND
# of Institutions
643Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.34 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.6 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$514 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$401 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$327 Million0.03% of portfolio