Holos Integrated Wealth LLC Fidelity Merrimack Str Tr Tota Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 208,237 shares of FBND stock, worth $9.63 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
208,237
Previous 150,689
38.19%
Holding current value
$9.63 Million
Previous $6.99 Billion
37.06%
% of portfolio
5.35%
Previous 4.12%
Shares
4 transactions
Others Institutions Holding FBND
# of Institutions
717Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN10.2MShares$471 Million2.74% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio