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 $462,966. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,279
Previous 10,619
3.2%
Holding current value
$462,966
Previous $496 Million
7.07%
% of portfolio
0.27%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
647Shares 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$1.58 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$509 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$430 Million3.06% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$324 Million0.03% of portfolio