Wheelhouse Advisory Group LLC Fidelity Merrimack Str Tr Tota Transaction History
Wheelhouse Advisory Group LLC
- $232 Billion
- Q3 2025
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 5,992 shares of FBND stock, worth $277,130. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,992
Previous 7,762
22.8%
Holding current value
$277,130
Previous $355 Million
21.98%
% of portfolio
0.12%
Previous 0.18%
Shares
8 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