Milestone Investment Advisors LLC Fidelity Merrimack Str Tr Tota Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
A detailed history of Milestone Investment Advisors LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 225,937 shares of FBND stock, worth $10.2 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
225,937
Previous 9,852
2193.31%
Holding current value
$10.2 Million
Previous $460,000
2103.7%
% of portfolio
2.82%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FBND
# of Institutions
638Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.32 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.59 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$511 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$398 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$325 Million0.03% of portfolio