New Insight Wealth Advisors Fidelity Merrimack Str Tr Tota Transaction History
New Insight Wealth Advisors
- $200 Billion
- Q4 2024
A detailed history of New Insight Wealth Advisors transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, New Insight Wealth Advisors holds 248,192 shares of FBND stock, worth $11.4 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
248,192
Previous 190,365
30.38%
Holding current value
$11.4 Million
Previous $8.9 Billion
25.16%
% of portfolio
5.58%
Previous 4.68%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.37 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$519 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$404 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$330 Million0.03% of portfolio