Wheelhouse Advisory Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Wheelhouse Advisory Group LLC
- $168 Billion
- Q4 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 10,279 shares of FBND stock, worth $470,161. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,279
Previous 10,619
3.2%
Holding current value
$470,161
Previous $496 Million
7.07%
% of portfolio
0.27%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
642Shares Held
311MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio