Canvas Wealth Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Canvas Wealth Advisors, LLC
- $470 Million
- Q2 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 51,395 shares of FBND stock, worth $2.35 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
51,395
Previous 28,328
81.43%
Holding current value
$2.35 Million
Previous $1.29 Million
81.83%
% of portfolio
0.5%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
679Shares Held
350MCall 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