Atlas Private Wealth Management Fidelity Merrimack Str Tr Tota Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Atlas Private Wealth Management holds 86,791 shares of FBND stock, worth $4.01 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
86,791
Previous 53,757
61.45%
Holding current value
$4.01 Million
Previous $2.47 Million
58.93%
% of portfolio
1.73%
Previous 1.22%
Shares
7 transactions
Others Institutions Holding FBND
# of Institutions
716Shares 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, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio