Concurrent Investment Advisors, LLC Fidelity Merrimack Str Tr Tota Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 44,514 shares of FBND stock, worth $2.01 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
44,514
Previous 81,543
45.41%
Holding current value
$2.01 Million
Previous $3.66 Billion
44.46%
% of portfolio
0.05%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding FBND
# of Institutions
667Shares Held
347MCall Options Held
35.3KPut Options Held
1.7K-
Northwestern Mutual Wealth Management CO81.2MShares$3.67 Billion3.05% of portfolio
-
Morgan Stanley New York, NY34.9MShares$1.58 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$526 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2MShares$463 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.56MShares$432 Million3.06% of portfolio