Axis Wealth Partners, LLC Fidelity Merrimack Str Tr Tota Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 134,817 shares of FBND stock, worth $6.28 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
134,817
Previous 121,820
10.67%
Holding current value
$6.28 Million
Previous $5.57 Billion
11.85%
% of portfolio
3.65%
Previous 3.66%
Shares
4 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
-
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