Sage View Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
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 25,737 shares of FBND stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,737
Previous 31,148
17.37%
Holding current value
$1.16 Million
Previous $1.4 Billion
15.93%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding FBND
# of Institutions
665Shares Held
346MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.65 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.57 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$524 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$460 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$430 Million3.06% of portfolio