Benchmark Financial Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Benchmark Financial Wealth Advisors, LLC
- $300 Million
- Q2 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 12,939 shares of FBND stock, worth $599,334. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,939
Previous 12,497
3.54%
Holding current value
$599,334
Previous $570,000
3.68%
% of portfolio
0.2%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding FBND
# of Institutions
683Shares Held
356MCall Options Held
20.7KPut Options Held
0-
Northwestern Mutual Wealth Management CO86.1MShares$3.99 Billion2.91% of portfolio
-
Morgan Stanley New York, NY29.1MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$568 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$474 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.73MShares$451 Million2.79% of portfolio