Compass Ion Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 525,097 shares of FBND stock, worth $24 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
525,097
Previous 466,494
12.56%
Holding current value
$24 Million
Previous $21.8 Million
8.06%
% of portfolio
3.05%
Previous 2.87%
Shares
6 transactions
Others Institutions Holding FBND
# of Institutions
640Shares Held
310MCall Options Held
12.3KPut Options Held
4.6K-
Northwestern Mutual Wealth Management CO73.4MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY35.2MShares$1.61 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$517 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN8.81MShares$403 Million2.27% of portfolio
-
Jpmorgan Chase & CO New York, NY7.19MShares$329 Million0.03% of portfolio