Barnes Pettey Financial Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Barnes Pettey Financial Advisors, LLC
- $128 Million
- Q1 2025
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 26,976 shares of FBND stock, worth $1.23 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
26,976
Previous 26,219
2.89%
Holding current value
$1.23 Million
Previous $1.18 Million
4.68%
% of portfolio
0.97%
Previous 0.9%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
681Shares Held
348MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.72 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.6 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$533 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$468 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$446 Million2.79% of portfolio