Sage View Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 31,148 shares of FBND stock, worth $1.42 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,148
Previous 40,273
22.66%
Holding current value
$1.42 Million
Previous $1.88 Billion
25.75%
% of portfolio
0.06%
Previous 0.1%
Shares
8 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