Accel Wealth Management Fidelity Merrimack Str Tr Tota Transaction History
Accel Wealth Management
- $268 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
667Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.66 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.58 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$525 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY10.2MShares$461 Million0.04% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$431 Million3.06% of portfolio