Accredited Wealth Management, LLC Fidelity Merrimack Str Tr Tota Transaction History
Accredited Wealth Management, LLC
- $123 Billion
- Q2 2025
A detailed history of Accredited Wealth Management, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 129,431 shares of FBND stock, worth $6.03 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
129,431
Previous 121,086
6.89%
Holding current value
$6.03 Million
Previous $5.55 Billion
7.11%
% of portfolio
4.82%
Previous 4.69%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
697Shares Held
364MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$4.01 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.36 Billion0.09% of portfolio
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Bank Of America Corp Charlotte, NC12.3MShares$571 Million0.04% of portfolio
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Jpmorgan Chase & CO New York, NY10.2MShares$476 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$460 Million2.69% of portfolio